Transferring money between funds (or topping up a sales session)

Use this method when you want to quickly transfer cash from one fund to another.

1. In CashDesk, click Transfer funds on a fund's dropdown menu.

   You can also click Top up sales session on a sales session's dropdown menu.

2. If you're prompted, select a transaction type.

   Note: Transaction types only apply to fund-to-fund transfers, not transfers between funds and sales (POS) sessions.

   Tip! You can set up custom transaction types in Maintenance > Fund Transaction Types.

3. Select either the source fund you want to transfer cash from, or the destination fund where the payment types will be moved to.
   Note: One of these will be preselected depending on whether you chose Transfer funds or Top up sales session.
4. Enter the quantity or value to be moved for each payment type.

   Tip! Click Transfer All to move the entire contents of the source fund.

5. (Optional) Enter any comments associated with the fund transfer.
6. Click Transfer.