Transfer Fund¶
This page covers the fund transfer flow. Use it when money moves between two accounts.
Before you start¶
- Confirm both accounts exist.
- Confirm the amount is correct.
- Confirm the user can post bank transactions.
- Confirm any approval rule is clear.
What the flow does¶
- It records the source account.
- It records the destination account.
- It keeps the movement visible for reconciliation.
- It supports approval status filters in search.
Example¶
The finance team moves cash from a clearing account to the main operating account. Bizak records the transfer so the account balances stay traceable.