Moving cash between sub-accounts

Please complete this journal and submit it through to support@dma.co.

  • From Account: The account where the cash currently sits
  • To Account: The account where the cash needs to be transferred to
  • Amount: The amount of cash to be transferred
  • Value Date: The value date of the transaction
  • Booking Text: The booking text that will appear on the client statement
  • Currency: Currency of the amount stated. Please note the currency needs to match the currency of one of the accounts involved in the transfer