Transfer Tags

[MarshfieldCC]

Hi there, does anyone know if transfer tags to identity a particular selling location only work when the transfer schedule at that location is set to automatic? Is there any way of attaching an identifying tag to a manual transfer? I prefer manual transfers at one of my locations but would like to be able to identify these transfers easily on my bank statements.

Thanks for any advice.

[Breffni · Accepted solution]

Hi @MarshfieldCC, great question. 

I had a look into this and in the UK, transfer tags will only work for accounts on the next business day's automatic transfer schedule. In this case, you'll need to keep all of your locations on the automatic schedule. 

I hope this helps.

[MarshfieldCC]

Many thanks for looking into this for me Allegra. The answer is the one I suspected, even though it’s not the one I wanted! 😊 

[Breffni]

It was news to me so thank you for bringing it up @MarshfieldCC 

Hopefully, we'll have more functionality there in future. 🙂