How to handle internal bank transfers using the Arthur Live Bank Feed

Modified on Wed, 21 Feb 2024 at 11:10 AM

[embed]https://youtu.be/M721ftPW49c[/embed] This article will detail how to account for internal bank transfers from one of your accounts to another (e.g transferring management fees from your client account to your business account). Step 1: Go to Financials and scroll down to find 'Bank Accounts'   Step 2: Select 'Start Reconciliation' on the relevant Bank account     Step 3: Find your spent item and select 'Internal Transfer'   Step 4: Select the bank account that you have sent the money to Step 5: Now find the bank account where you have received the money Step 6: Find the received item. You should see that Arthur has automatically paired it with the newly created transfer transaction. Click 'Match'  

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