You can transfer funds from One fund Account to another Fund Account by performing a transfer.
Navigate to a Matter
Hover over the Fund Account Entries related list quick link and select the Fund Account Entry button.
Fund Account Entry Edit
Transfer from Retainer to Collections Account
- Choosing the Fund Account to withdraw from
- Set the Type field to Withdrawl
- Set Action Field to Transfer Out which opens "Transfer To Fund Account" field to be visible
- Choose the Fund Account the funds will be transferred to
- set remaining details like mounts, Dates, Descriptions and Comment
- Select Save
Before Transfer
After Transfer
Note: that Balances now show the transferred Amount (in this example $200.00 transferred from Retainer to Collections)