Create a transfer transaction

This part of the guide explains how to create a transfer transaction.

Once the transfer transaction is confirmed, SIGTAS assigns a transaction number and the status In progress.

Step 1 - Go to page List of Manual and Transfer Transactions

1. Go to the Tax Account module;
2. Click on the Manual and Transfer Transactions menu. This action opens the List of Manual and Transfer Transactions page (503:2010);

Step 2 - Create a transfer transaction

3. Using the radio buttons, select the Transfer Transaction option. This action updates the page and displays transfer transactions;
4. Click on the Create button. This action open the Transfer Transaction page (503:2015);
5. Go to the section Transaction Details section;
6. Fill out the required fields (identified by a red asterisk *). For example, Transaction Amount, etc.;
7. Go to the Source Document Details section;
8. Fill out the required fields (identified by a red asterisk *). For example, Transaction Against , etc.;
9. Click the Save button. This action confirms the creation of the transfer transaction, assigns a number to the transaction and updates the Transfer Transaction page (503:2015) and List of Manual and Transfer Transactions page (503;2010).