How can we locate records of bank / fund transfers?

To pull a report on fund transfers.

  1. Go to the Funds section of the Dashboard.
  2. Go to the Account Records & Reports tab.
  3. You can select from the drop down menu of the Choose Record Type > Transfers, Choose Date Range > Fill in your date range, and Choose Amount Range > Fill in your desired Amount Range
  4. Click the Generate Report button.