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Transfer Reversal

The transfer feature allows you to move assets between different classifications (account, business unit, cost center or location).

Perform Transfer​

  1. Go to Operations → Transfer/Reversal
  2. Select the assets you want to transfer
  3. Choose the transfer type:
    • Accounting account — Change the asset's accounting account
    • Business unit — Move to another unit
    • Cost center — Change the cost center
    • Location — Change the physical location
  4. Select the transfer destination
  5. Enter the transfer date
  6. Click Confirm Transfer

Reverse Transfer​

  1. Filter transferred assets
  2. Select the asset(s) to reverse
  3. Click Reverse
  4. Confirm the operation
Attention

Transfer reversal is only possible if the accounting period is still open.

Transfer History​

All transfers are recorded in the asset's history, allowing you to track all movements performed.