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Transfer between bank accounts.

Option to transfer between bank accounts rather than using the direct debit option or journal

  • Guest
  • Sep 7 2023
Company Reform Projects
Job Title / Role Accounts Manager
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    24 Mar 23:28

    Quick update on this feature.
    A Transfer between bank accounts feature is planned as an enhancement to
    our new Bank Feed Matching process.
    In addition we are working on a feature that generates EFT transfer files
    from Trust Journals which will help facilitate Retention transfers to Trust
    accounts.
    We will keep you all updated as we progress.
    cheers
    Andrew

  • Admin
    Andrew Tucker commented
    August 11, 2025 01:27

    Hi Monica,
    This is already possible with a Direct Debit. Is there something more
    specific you are looking for?
    cheers
    Andrew

  • Monika Bratownik commented
    August 11, 2025 00:58

    It would be so great to have it!

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