AppFolio Questions: Bank Transfer

December 9, 2021

AppFolio user question:

Simple Transaction transferring tenant deposit money from escrow to trust for the purpose of surrendering to new owner. Transaction does not show on reconciliation page. Would anyone understand WHY?

APM Help answer:

The transaction would not be on the rec page if you've forgotten to do the transfer in Appfolio. Would need an example of the tenant you are moving out to confirm. It is most likely that you forgot to complete the bank transfer in AppFolio. You can do this by going to Accounting > Bank Transfers. You can group the outstanding transfers or select one from the list and select "Mark as Completed". This will record two Journal Entries transferring the funds from one account to the other so that you can reconcile the account.

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