You can transfer funds between multiple teams that share the same prefund balance currency. Admin, manager, finance, or appropriate custom permissions are required to initiate inter-team transfers.
To transfer funds:
- Make sure you are logged into the team with the funds you'd like to move in the dropdown on the left-hand side of the dashboard.
- In the left-hand menu, click either Home or Billing > Balance.
- Click the three dots in the account balance widget, then Transfer to/from another team.
- Enter the amount you'd like to transfer and the team you'd like to transfer the funds to. If the team you'd like to transfer to/from is not listed as an option, you may not have adequate permissions on that team.
Most transfers will take place immediately. However, some transfers may require manual review by our team before funds become available. This process takes one business day.
How do I transfer funds between teams with different prefund balance currencies?
At this time, it's not possible to transfer funds directly from one team to another if the two teams do not share the same prefund balance currency. To move funds between different-currency teams:
- Withdraw the amount from the first team to an external bank account.
- Once the withdrawal arrives in your external account, convert the funds to the second team's prefund balance currency if necessary.
- Next, deposit the funds to the second team.