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Select Internal Transfer in the action menu on an account.
A pop-up ticket will appear where you can select if you want to make an instrument or cashtransfer.
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The following tax shells are placed on the account type and control which transactions are created when doing transfers:
ISK: Investeringssparkonto/ISK
KF: Kapitalförsäkringskonto
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/Capital Insurance
None: Account types that do not have a tax shell
| Info |
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If you have added your own account types. It´s important to add a tax shell on these to be able to do internal transfers. If there are no tax shell on the account type you will receive an error message: Cannot transfer between these two account types. |
Navigate to System Data > Account Types
