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GulshanSync ERP

Transfers

Transfer money between accounts — for example, from bank to cash box for an event.

Updated July 2026 GulshanSync Documentation Team

Opening Transfers

From the left sidebar, click Finance › Transfers or navigate to /transfer/create.

Transfer form
Transfer form

Recording a Transfer

  1. Select the source account (where the money comes from).
  2. Select the destination account (where the money goes).
  3. Enter the amount.
  4. Select the date.
  5. Enter any reference number (bank transfer reference).
  6. Add notes if needed.
  7. Click Save.
Transfers are not income or expense

Transfers move money between your own accounts. They do not affect your total balance — only the distribution across accounts.