Transfer

Follow these steps to create and manage a transfer:

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Step 1:

Navigate to “Quick Access”. A dropdown list will appear; select “Create Transfer”.

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Step 2:

Fill in the required information as shown in the snapshot below.

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Step 3:

Choose either “Save,” “Save & Add New,” or “Post” to complete the action.

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Step 4:

After saving or posting, the Credit Note list will appear. Click on the “Action” icon and select “Approve” from the dropdown list.