How do I see or void a transfer?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Transactions (voiding from Overview needs Approve & Post Transactions).

Where to find it

Accounting → ⋮ → Transfer history.

Steps

  1. The Transfers dialog lists each transfer with Date, Amount, From, To, Reason and Status.
  2. To void one, type a reason in its Void reason field and click Void.
  3. Or, from Overview, open the transfer's row → ⋮ Actions → Void → Void this transfer?.
  4. Click Record a transfer in the dialog to add a new one.

What happens next

Both sides are voided, and the row shows the void reason.

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