So… Ive been working on this and so far I had - some - progress.
This is kind of how it “works”. What you can see here is balance being moved from an account 408 but doesnt land to 101. Technically it does but it created two transactions. One debit and one credit.
I also seen somewhere on the forum long time ago that I can create a drop down menu within the [?Prompt], I want to list all the accounts that are already there. I cant find the post about it and I cant remember how to do it.
Basically what doesn’t work is that somewhere within that automation it doesnt specify source account even the Transaction Type by default does.
Now here are the actions.
Basically this one is supposed to clear the balance of the selected account and transfer it to Transfer Account
This one is used with prompt to enter all these details, I am sure I am missing something here or havent thought it through since I just hastily made these.
And finally, the rule.
Dont mind the name, I just cloned it and forgot to rename it.
Can someone shed some light on what am I missing, please?
Here is the Import File. (It contains account type, account, transaction types, document types, actions, rules and button)
---- This is not a working prototype ----
Move Balance from Customer to Customer.zip (1.4 KB)