Search Transfers

 
Search transfers  allow users to quickly search for individual transfer or all transfers created in the sales trust module.
 

1. Select Transactions, Search Transactions and then Transfers

 

 

 

2. Enter your Search Criteria and select Search : If you select search without any criteria entered, it will show all transfers entered (most recent at the top)

 

- Transfer Date

- Audit Ref.

- Transfer No.

- Reason

- Trust Account

 

 

3. Alternatively, begin typing the listing address or ID number into the Listing field and select the listing from the drop-down

 

 

4. This will show you all transfers entered against this listing. Select the Edit Transfer to open the transaction record

 

 

 

5. Select Re-print to reprint a copy of the transfer summary

 

*Note: you cannot reverse a ledger transfer. Refer to Reversing Transactions for further information.

 

 

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