Transfer Funds

You can transfer funds between organizations once an account becomes inactive by completing the following steps:

1.Select the PCIT Administration link from the left menu.
RESULT:  The PCIT Administration page appears.

 

2.Select Mange Financial Information from the Select Reference Data Function drop-down list and click the Submit button.
RESULT:  The PCIT Administration - Manage Financial Information page appears.

 

3.Select Transfer Funds from the Select A Function drop-down list and click the Submit button.
RESULT:  The Manage Transfer of Account Balance page appears.
4.Enter the Org ID numbers for the inactive account and the active account, then click the Submit button.
RESULT:  All the funds from the inactive account will be transferred.

See Also

Manage Financial Information