Making deposits of cash to an ISK-account from an ISK-account

BFS Version: 2.X

An ISK-account is a Swedish account type (Investment Savings Account) and deposits of cash to this account should be managed in a certain way if the deposit is coming from another ISK-account.

For this example our test customer has an ISK-account shown below:

When we click on Deposit Money the following ticket will show:

Make sure to check the "From ISK" check box if the deposit is coming from another ISK.

If the checkbox is checked a separate transaction type will be used for the deposit on the customer BFS-account which then can be separated for tax reporting.

On the custody account the regular transactiontypes has been used.