The "Money Transfer" document is created, if you transfer money between your bank accounts or petty cashes. E. g. if you incash money from a bank or need to transfer money from one petty cash to another.
To access the "Money Transfer" document list, go to the "Money" section (see the figure below).
The schematic showing how to access the "Money Transfers" document list
As the list is filled and for convenience of work, you can change its display settings. Click the "More" button in the document list right side toolbar and select "Configure list..." from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.
You can create the "Money Transfer" document based on the following documents: "Money Transfer (Plan)", "Payment Receipt" and "Petty Cash Receipt" from the "Money" section.
To print a document, click the Print button 
and choose a printing form. The form will be opened for preview, then it can be edited in the Editing mode. To enable this mode, click the "Edit" button on the toolbar above. Then click the "Print" button.
To save a document in the required format (pdf, docx, xls, txt, html, mxl), click the "Print" button . The form will be opened for preview, then you can click the Save button, select the saving location and file format.
To send a document via email, click the "Print" button . The form will be opened for preview, then you can click the Send button, select the file format and enter the receiver’s address.
To see the documents related to the current one (hierarchy structure), click the View Hierarchy Structure button 
. The window containing all the related documents appears. You can open each of these documents (double-clicking it), repost, undo posting or mark for deletion (the 
, 
and 
buttons on the left toolbar). You can view the hierarchy structure from the list, or from each document by clicking the corresponding button in a form.
To attach or view files that are already attached to the document, click the Attached files button 
. In the displayed window, you can add a file ("Create" button) or open an existing one for view/editing (
, "Edit" and "Post and Close" buttons). You can view attached files either from the list, or from each document by clicking the corresponding button in a form.
To view the result of document accounting, click the Document’s Transactions Details button 
. You can view the report either from the list, or from each document by clicking the corresponding button in a form.