Does Contacts replace my accounting system?

• No. Contacts helps your team manage daily financial activities related to each contact. Your accounting system remains the main source for accounting entries and financial reports.

Can I transfer money to any bank account?

• The bank account must have the appropriate status. Transfers also depend on your permissions and the services enabled for your company.

Does submitting a transfer mean it is complete?

• No. Submitting a transfer means the transfer request has been submitted. It may appear as Pending while waiting for its final result. You can track its status from the transaction history.

Is a new transaction created whenever the status changes?

• No. The original transaction record is updated when the transfer status changes.

Can I view incoming and outgoing transactions?

• Yes. You can view Pay In and Pay Out transactions from the Transactions section in the Contact Details page. You can also view transactions associated with a specific bank account from its details.

Why can’t I edit a contact or make a transfer?

• This may depend on your user permissions, the bank account’s status, or the services enabled for your company.

Can a contact have more than one bank account?

• Yes. You can add multiple bank accounts to a contact and manage each account separately.

Why can’t I use a bank account for a transfer?

• Only Active bank accounts can be used for transfers. An Inactive account must be activated first, while a Suspended account must be reactivated before it can be used.

What can I do if my transfer is still Pending?

• Open the transaction details and select Update Status to check for the latest transfer status.

Updated on: 14/09/2026