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How do I transfer funds to/from Workspace Members?
How do I transfer funds to/from Workspace Members?
Noah Reid avatar
Written by Noah Reid
Updated over a week ago

Manually transfer funds

1. Navigate to Workspaces

2. In the sub-menu, select Manage Funds

3. In the drop-down menu in the header, select your desired Workspace

4. On the "Manage Funds" page, click Member Balances

5. In the Transfer Funds column, enter the amount of money you would like to transfer to the selected Workspace Member from the Workspace Balance

Note: Use a minus sign "-" to transfer funds from the Workspace Member's Available Balance back to the Workspace Balance.

6. After the transfers have been entered, click Confirm Transfer at the top of the page.

Automatically transfer funds

Click here to learn how to set up monthly recurring fund transfers.

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