It’s easy to move a payment to another account, even in a different Association. There’s no setup needed, and it takes only a few minutes.
Step 1. Navigate to Find Account > Transaction Tab for the account with the payment that needs to be moved.
Step 2. Right click on the transaction (any location in the transaction row) to bring up a drop down menu.
Step 3. Select Move Payment from the drop down menu.
Step 4. Complete the Move Payment window.
To Association- Select the correct Association from the drop down menu.
To Account- Select the correct Account from the drop down menu.
Amount- Enter the Amount to be moved.
Trans Date- Enter a Transaction Date for moving the payment.
Step 5. Review the Distribution of the transaction and make any necessary changes.
Step 6. Click the Save button to finalize.
The final step is to transfer funds between the two Associations either by cutting a check, or with a transfer. Click the links below for more information.