J/E Between Items - Lienholders

1. From Home Base, click Clients & Files.
2. Select Lienholders from the dropdown menu.
3. Select the lienholder from whom to transfer the balance.
4. Click Options > Journal Entry > J/E Between Items.
5. Click an individual agency for which to display items, or check All Agencies to display all items. Items are listed in two columns: Item to Transfer From and Item to Transfer To.
6. Select a debit or credit item from the Item to Transfer From list, then select a debit or credit item from the Item to Transfer To list.
7. The amount to transfer between the items defaults in the Amount to Transfer field at the bottom of the window. Revise the amount if necessary.
   
   Transaction details from the debit and credit items display. The total amount to transfer between the items appears in the Amount to Transfer field.
8. Click OK to activate the J/E Between Items window.
9. Click OK to file the journal entry between the two items.