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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.
The following tax shells are placed on the account type and control which transactions are created when doing transfers:
ISK: Investeringssparkonto/ISK
KF: Kapitalförsäkringskonto
AF: Aktiefondkonto/Equtiy Fund/Capital Insurance
None: Account types that do not have a tax shell
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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
