The Moving Balances feature gives you the ability to easily move funds to your other teams or directly to team user balances. This can be done via the instructions below:

  • To move the balance from a team, navigate to the admin tab

  • Select 'Payments' on the left hand panel

  • Select 'Balance' as the payment method

  • Click on 'Balance Actions'

  • Select 'Move Balance'

    • Select 'Team Balance' if you wish to move funds to another team in the organization

      • Select Team

    • Select 'User Balance' if you wish to move funds to an individual's User Balance

      • Select User(s)

  • In the 'Allocation' pop up, specify the amount to be moved

  • Once allocated, click 'Move'

Still have questions? Feel free to reach out to us via live chat or at support@thnks.com

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