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How to consult/edit registered transfers
Control all transfers made on iClips
The value transfers that you make between bank accounts must be posted in iClips. For that, the accounts must be already registered in the system. After posting these transfers, you can have greater control over all of them within iClips.
To do this, go to Finance > Transfers.
The screen will show all transactions made. To refine your search, you can use the advanced search filters.
When hovering the mouse on the desired register, you press the Edit button (purple icon).
By clicking on it, you are taken to the original transfer screen and can make the necessary changes.
There is also the possibility to register a new transfer on this same screen. Just click on the +New Transfer button to start the new registration.
You can print the report in PDF or generate the Excel version. To do this, use the purple icons in the upper right corner of the screen.
Still need help? Just contact us at firstname.lastname@example.org or on the platform chat, and we will help you!