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New Transfer
Cross-Book Transfer
Book Settlement
Transfer funds between two active ledger books. If books use different currencies, provide an exchange rate.
Date
*
Source
Source Book
*
Source Amount
*
Destination
Destination Book
*
Destination Amount (optional)
Additional Details
Description
Reference
Cancel
Create Transfer
Settle a winding-down or closed book by transferring its balance to an active destination book.
Date
*
Source Book (WindingDown or Closed)
*
Amount
*
Destination Book
*
Description
Reference
Cancel
Create Settlement Transfer