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How to Transfer Orders

This article will show you how to transfer an order to another employee

To transfer an order, selct the “Transfer Orders” button on the main check viewing screen.transfer

  • Scroll through the users on the left to find yourself.
  • All of your open checks will appear below your name. In this example we can see that Lemrich has only one check open.
  • Scroll through the users on the right to find the user you wish to transfer the check to.
  • Select the desired transferable check on the right.
  • Select the arrow in the middle of the screen (will appear once a check is selected) to transfer the check to the right user.