How Can I View or Delete a Transfer of Vendor Funds Entry?

The Transfer Vendor Funds tool in Streamline allows you to transfer funds from one vendor to another.

To view your previous Transfers or delete a recent transfer, navigate to Accounting > Weekly > Transfer Vendor Funds.

 

Select the 'View Past Transfers' button to review or delete previous entries at the bottom next to the orange "Process" button. 

 

 

If you need to delete one of your entries, simply click the Trash Can Icon in the far-right column.

 

If you do not have the Trash Can and instead see an X, that is because the invoice has already been paid, and cannot be deleted.

See also: When would I use transfer of vendor funds?

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