Money & banking
Move money between your own accounts, through the same ledger
A transfer is the simplest transaction in bookkeeping and the one most often done wrong: two bank lines, each categorised as something, and a balance sheet that does not tie. SeroBooks has a Transfer button on Banking. From, to, amount, date, note — and the movement goes through the same journal writer as every sale and bill, so it respects a locked period, can be reversed, and can carry a location.
What you get
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One action, two accounts
No categorising each side by hand; one document, one journal, both bank registers correct.
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Inherits every rule
Period locks, reversal, the audit trail and dimensions — because it is written by the same code path as everything else.
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Deposits that match the statement
Takings wait in Undeposited Funds and bank as one batch that equals the deposit the bank actually shows.
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Reconciles like any other line
Both sides appear in their reconciliation with the same reference, so ticking one reminds you of the other.
Frequently asked questions
Can I transfer to a credit-card account to pay it down?
Yes — any two accounts of bank or credit-card type.