Initiate Book Transfer

Enter Book Transfer Details: Step 1

To enter book transfer details, complete one or more rows in the table and click Continue.

* = required field.

SinglePoint Demo
Initiate Book Transfer Step 1 lets you enter details to create book transfers. Select account numbers, enter amounts, change the default date with a calendar tool to up to 30 days in advance. Add detail in a memo. Save selections as a template.

Hint: Click , then click Continue. OR...click Check Accessible Account Balances.

View demo hint

From: Debit Account Number / Debit Account Name	To: Credit Account Number / Credit Account Name	Amount *	Apply to Principal	Effective Date * (MM/DD/YYYY)	Save As Template	Action
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo
		$				Add Memo