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  • Transfer request

    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.

    Refund request

    You can use this feature to request a refund for an account with a credit balance, if:

    • the account balance is greater than 50 cents
    • the request is greater than 50 cents
    • the client doesn't have outstanding activity statements
    • financial institution account details are present and correct.

    To request a refund:

    • select a client
    • select Accounts and payments then Refund 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.
      Last modified: 29 May 2019QC 54079