video1.0<iframe src="https://www.loom.com/embed/9e19759197e2460e95277334b1680194" frameborder="0" width="1894" height="1420" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14201894Loomhttps://www.loom.com14201894https://cdn.loom.com/sessions/thumbnails/9e19759197e2460e95277334b1680194-ee3bf267db608a7d.gif553.183This Loom explains how to move funds using the accounting cash receipts feature to reallocate money between documents. It first covers moving a retainer of 1500 to a proposal by creating a cash receipt with amount left at zero, entering a negative 1500 for the retainer line, tagging the proposal line with a positive 1500, and confirming the difference is zero before saving and posting. It then covers moving a client credit or refund invoice to another invoice by tagging the destination invoice, applying the credit memo amount 189337 as a positive (not changing the negative credit memo shown), and ensuring the difference is zero before saving and posting. The presenter verifies the results by checking the proposal or invoice PDF where the payment application appears.