Making deposits of cash to an ISK-account from an ISK-account
- Stefan Willebrand
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.
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