The Business Office can transfer transactions from one account to another. Click on the arrow next to Billing, and click Transfer Accounts.
- Beneath the Choose Accounts tab, use the drop-downs and calendar fields to fill out the Transfer from Account, Transfer to Account, Account Period Start Date, and Transfer Effective Date. Click on the check boxes next to the users beneath Transfer Authorized Users if you wish to transfer any users.
- Click on the Options tab. Click the radio buttons to set your preferences for the transfer.
- Click the Transfer Now tab. When you're ready, click the Transfer Now button.
