Purpose: To move money in a credit balance to Money on Account (MOA).
Launch Point: This routine can be launched from the following location(s):
•Names or Firms → File Maintenance → Routines Drop-Down Menu → Money on Account →
Example: When the routine is launched a window will open
If a credit balance is to be used as payment for another transaction instead of being refunded, you can transfer the balance to either a names or firms MOA.
The grid will show credit balances from all modules. Check the Selected box for all the credit balance(s) you want to move. If you launched this routine from a names record, the Apply credit(s) to Names MOA button will be enabled. If the name record has a linked firm, the Apply credit(s) to Firms MOA button will also be enabled. If the routine was launched from a firms record, only the Apply credit(s) to Firms MOA button will be enabled. Select the appropriate button indicating where the selected credit balance amount should be transferred.
A recap message will be shown. Click Yes to post the transfer.
A message will be shown with the total amount transferred to MOA.
Watch the Money On Account video: