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Summary here
Profile Transfers
Profile Transfers move value from one vendor profile to another, keeping the transfer auditable and tied to the correct vendor records.
Concepts
| Field | Meaning |
|---|---|
| Source Profile | The profile value is moved from. |
| Destination Profile | The profile value is moved to. |
| Amount | The value being transferred. |
| Value Date | The accounting date for the transfer. |
How To Create a Profile Transfer
- Open VRM -> Transactions -> Profile Transfers.
- Click New.
- Select the source and destination profiles.
- Enter the amount, value date, and narration.
- Save and review the transfer.
Screenshot: Vendor Profile Transfers list view
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