How to Transfer Funds from Multiple Accounts to a Single Account

Enter a Transaction Date.
- The default is the current date, but this can be changed to reflect the actual posting date.
- Date cannot be outside the current fiscal year.
Click on Transfer Type Multi-From.
Enter the Reference (description) for this entry located in right corner of screen.
Select the Take From Accounts from the drop down list. Up to 6 accounts may be selected.
Enter the Transfer Amount for each account as you select it.
- As the amount is entered for each account, the program is calculating the total Transfer Amount and quick filling the Transfer Amount for the Add To Account.
Select the Add To Account from the drop down list.
- Confirm that the Transfer Amount shown for the Add To Account matches the total Transfer Amount from the Take From Accounts.
Enter the Take From Event Code, if applicable.
Enter the Add To Event Code, If applicable.
Enter the Take From Category, if applicable.
Enter the Add To Category, if applicable.
Click on the Preview button to display a proof sheet preview.
Verify – Is all the information correct on the JE proof sheet preview?
- If Yes – click the Post and Generate Final Proof button.
- If No – navigate back to JE’S > Transfers > Multi Fund Transfer to clear the screen and start over.

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