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Transfer request

Last updated 3 October 2023

To request that payments be transferred from one account to another account held by a client:

  • select a client
  • select Accounts and payments, then Transfer request
  • complete the mandatory fields
  • select Next to review the details entered
  • select the Declaration then Submit
  • select Print friendly version to print or save a copy
  • you can view the request in the sent items in Practice mail.