Moving Balances Within an Org Chart
Thnks Support avatar
Written by Thnks Support
Updated over a week ago

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

  • On the right, click on 'Move Balance'

  • Choose where to move the funds to

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

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

        • Click the box(s) by the desired user/team or use the search function to locate a specific one.

        • Once you have selected the team or user you wish to move funds to, you will see a box on the right hand side where you can input the amount you wish to move.

  • When finished inputting the amount of funds to move simply click 'Next' in the bottom right.

  • Input a Note if you'd like and click 'Save'

  • If you'd like to move a user's balance to a team or another user follow the steps below:

    • Just like above, navigate to your "Admin" tab and select "Payment" on the left.

    • Scroll to the bottom and you will see the "User Balances" section

    • Select the "..." to the right of the user whose balance you wish to move.

    • Select "Move Balance"

    • Then, move the balancer to either a team or another user following the exact same steps as above to choose a user or team.

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