Add Fund Transfers

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Argenta has a special spot for those transfers you do between your accounts.  These are called Fund Transfers within Argenta.  To do a fund transfer simply use the main menu on the left-hand side and select General Financials > Fund Transfers.
 
 
 
This will open the Funds Transfers screen.  Here you will find a complete listing of all the transfers your organization has done.  From here select "Add A Transfer."
 
 
 
This will open the Transfer Money from One Fund to Another screen.
 
 
 
 
From here you will select a date for your transfer by manually entering or using the date selector in the Transfer Date field.  This is a required field.
 
Then you will enter an amount for your transfer by manually entering a dollar amount in the Amount field.  This is a required field.
 
Next, you will select a fund that you are transferring the money out of.  You will select the from account in the From Fund drop down box.  This is a required field.
 
Lastly, you will select the fund that you are transferring the money into.  You will select the to account in the To Fund drop down box.  This is a required field.
 
In addition, you may want to list a reason or description of our transfer.  You can type any reason or description into the text box Transfer Description/Reason. This is not a required field.
 
Once all your fields have been filled out click the "Add This Fund Transfer" button to add the transfer and be returned to the complete fund transfer listing.