Use Xero to record the details of a transfer you have made between your bank accounts. You can also record a transfer directly from a specific account on the Bank Account Details screen or during the reconciliation if you have imported a transfer transaction from your bank but have not yet recorded this in Xero.
Xero will not perform the actual bank transaction; it will just record it. When you are transferring between bank accounts in Xero, both accounts will automatically be updated with the details of the transfer. You can view details for each transfer, or delete, reconcile or unreconcile.
For assistance with this function, please contact our office on 07 5437 8888.
Janenne Poulter, Client Services Manager & Xero Specialist