Transferring funds between wallets (accounts)
Есть необходимость работы с финансами в системе?
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Please explain how to transfer funds from one wallet to another? Within what functionality is it necessary to carry out this operation?
Original question is available on version: ru
Answers:
Hello Denis.
Transferring funds between wallets can be done through the "Finance" --> "Add actual payment" section. When adding a new payment, specify the payment type "To account" https://prnt.sc/upi40v . Thus, you will make a transfer from one wallet to another.
You can also make a transfer using the action at the stage of the business process "Make a payment". In the settings of this action, you can similarly select "To account" https://prnt.sc/upi5dq .
Transferring funds between wallets can be done through the "Finance" --> "Add actual payment" section. When adding a new payment, specify the payment type "To account" https://prnt.sc/upi40v . Thus, you will make a transfer from one wallet to another.
You can also make a transfer using the action at the stage of the business process "Make a payment". In the settings of this action, you can similarly select "To account" https://prnt.sc/upi5dq .
28.09.2020, 21:56
Original comment available on version: ru
I also want to add that the transfer must be between accounts (accounts) with the same currency. Because transfers between accounts (accounts) in different currencies are prohibited.
That is, for example, you cannot make a transfer from a wallet with USD currency to a wallet with UAH currency.
That is, for example, you cannot make a transfer from a wallet with USD currency to a wallet with UAH currency.
28.09.2020, 22:03
Original comment available on version: ru
Markov Evgeny Igorevich
SheBo wrote:
I also want to add that the transfer must be between accounts (accounts) with the same currency. Because transfers between accounts (accounts) in different currencies are prohibited.
That is, for example, you cannot make a transfer from a wallet with USD currency to a wallet with UAH currency.
Why not? just add the "rate" field to make it possible.
15.01.2022, 09:16
Original comment available on version: ru
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