> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Inter-Fund Transfer

> Create a balanced two-line journal entry to transfer amounts between funds.

The Inter-Fund Transfer page creates a general ledger journal entry that moves a specified amount from one fund to another. It is accessible at route `/fa/inter-fund-transfer`.

## Overview

The page renders `InterFundTransferForm` with the current organization context. On submission:

1. A `fa_journal_entries` record is inserted with `source_type: "INTER_FUND_TRANSFER"` and `status: "draft"`.
2. Two balanced `fa_journal_entry_lines` are inserted using the same `account_id`: a debit on the destination fund and a credit on the source fund.
3. On success, navigation goes to `/fa/journal-entries/:id` for the created entry. A "View created entry" link and "Create another" option appear below the form after submission.

**Permission gate:** `fa.inter-fund-transfer.create`

**Primary mutation:** Direct Supabase inserts to `fa_journal_entries` and `fa_journal_entry_lines`

## Who it's for

Permission required: `fa.inter-fund-transfer.create`

## Before you start

* Identify the source fund, destination fund, shared GL account, transfer amount, description, and transaction date.
* Ensure both funds exist and are active.

## Steps

1. Navigate to `/fa/inter-fund-transfer`.
2. Complete the `InterFundTransferForm` fields (transaction date, description, account, from fund, to fund, amount).
3. Submit the form.
4. On success, a toast confirms "Inter-fund transfer recorded" and you are redirected to the new journal entry detail page.
5. The entry is created as a **draft** — navigate to the journal entry to review and post it.

## Key concepts

* **Source Fund (credit):** The fund being reduced by the transfer.
* **Destination Fund (debit):** The fund receiving the transferred amount.
* **Draft status:** The created entry has `status: "draft"` and must be posted separately via the journal entry detail page.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/InterFundTransferPage.tsx
  * src/cores/fa/components/InterFundTransferForm.tsx
</Accordion>