Transferring a credit balance to another account within a households list of accounts can be done with ease in the Doorways app. Through the Transfers wizard, similar to the steps in the payment and/or charge wizards, you can quickly move funds between a households Doorways ledger account.

Step-by-Step Guide to Transferring Funds from the Tenant Ledger:

1. From the households tenant ledger page, click the “Transfer” button:

2. The Transfer wizard will then run, fill in the required fields:

A. From Account: Select the account that the funds will be moved from.

B. To Account: Select the tenants account that the funds will go to.

C. Post on Date: The date you would like the transfer to be reflected in the Tenant Ledger.

D. Transfer Amount: Enter the dollar amount of funds that will be transferred between the two accounts.

E. Note (Optional): Enter a comment or note that will appear in the “description” field of the transfer.

F. Cancel Button: Click this button to cancel the fund transfer.

G. Submit Transfer Button: Click this button to confirm the transfer, and you will be redirected to the tenant ledger.

3. Success! A new payment and a new charge will appear in the households tenant ledger. The Payment will be applied to the “To Account” and the charge will be posted to the “From Account.”