Internal Akirix Account Transferring

What is an Internal Akirix Account Transfer?

An Internal Transfer is transferring money from one Akirix account to another Akirix account without creating a project or an invoice.

 

Why would I use an Internal Akirix Account Transfer?

One off payments that don’t require an invoice.

 

How do I transfer Internally to Akirix Accounts?

  1. Click ‘Transfer Money‘ at the top.
  2. To the right, click on ‘Internal Transfer‘ button.
  3. Complete the two factor authentication by either:
    • Clicking ‘Send Code via SMS,’ and entering in the numbers received in your text message.
    • Opening you Akirix ‘Security‘ App on your mobile device, and entering in the numbers shown on the app.
  4. Click ‘Authenticate‘.
  5. Enter in the Akirix Account Number associated with the account you’d like to transfer money into.
  6. Select the account to use the funds from under the ‘From Account‘.
  7. Enter the Amount needed to transfer.
  8. If applicable, enter in any Notes or References.
  9. Click the ‘Next‘ button.
  10. Verify that all of the information is correct. Then click the ‘Submit‘ button.

*Once the internal transfer is complete, a confirmation code will appear in the wires tab.

 

 

Video – How do I transfer Internally to Akirix Accounts?

https://www.youtube.com/watch?v=zCJ-Wj1avnM