Transferring funds from a Shared Wallet in your Company Workspace allows you to move budget between Wallets, reassign funds, and manage balances across your team.

Whether you need to reallocate unused funds, move budgets between teams, or redistribute balances, the transfer feature gives you full flexibility and control. With just a few steps, you can move funds between Wallets, assign balances to the right team members, and keep your Workspace funding organized and ready for use.

Here is a step-by-step guide on how to Transfer Funds From Your Shared Wallet

Navigate to the Wallets Page

• Click the Wallet icon or drop-down arrow in the top-right corner to expand the Wallet menu.
• Under CUSTOM WALLETS, you'll see options for your Shared Wallets.
•  Select the Shared Wallet you wish to manage.

Initiate Funds Transfer

• On the Shared Wallet's page, click the three-dot menu to show more options.
• Click Transfer Funds.

Transfer Funds from a Shared Wallet

Fill out the transfer form shown in the pop-up window.

Transfer From

• Select the Wallet you want to transfer funds from. This field is prefilled with your selected Shared Wallet, but you can click the dropdown to choose a different Wallet if needed.

Select Balance (Source Wallet)

• Choose the balance type you want to transfer funds from.

Types of Balance

• Allocated to me: Refers to your allocated balance within the selected Wallet.

• Unassigned: Refers to the unallocated balance within the selected Wallet.

• In this example, the funds will be deducted from the unallocated balance of the selected Shared  Wallet or the source Wallet.

Transfer To

• Select the destination Wallet where you want to transfer the funds.

Select Balance (Destination Wallet)

• Choose the balance type for the destination Wallet.

Types of Balance

• Allocated to me: Refers to your allocated balance within the selected destination wallet.

• Unassigned: Refers to the unallocated balance within the selected destination Wallet.

• In this example, we will transfer the funds to your balance in the selected destination Wallet.

Enter Amount

Enter the amount you would like to transfer. The available balance is displayed below the field to help ensure the amount entered does not exceed the Wallet’s balance.

💰 Destination Wallet with the Same Currency

If the destination Wallet uses the same currency as the source Wallet, no currency conversion will be applied.

To complete your transfer:

• Enter the amount you want to transfer.

• Only one AMOUNT field will be displayed (e.g., USD).

• Check the AMOUNT AVAILABLE section to ensure the transfer amount does not exceed your available balance.

💱 Destination Wallet with a Different Currency

If the destination Wallet uses a different currency, the transfer amount will be automatically converted based on the current exchange rate.

To complete your transfer:

• Enter the amount you want to transfer in the Amount field on the left.

• A conversion icon will appear between the two fields, indicating that currency conversion is applied.

• The left field shows the amount in your source Wallet currency (e.g., USD).

• The right field automatically displays the converted amount in the destination Wallet currency (e.g., CAD).

• Review the converted amount in the right field before proceeding.

• Check the AMOUNT AVAILABLE section to view your current balance in both currencies for reference.

Add a Note (Optional)

• Enter a reference note for the transfer, such as the purpose of the funds.

Complete the Transfer

• Once all required fields are filled out, click TRANSFER to complete the transaction. The button will remain disabled until all required information is provided.

Confirmation

• Once the transfer is completed, a confirmation message will appear at the top of the screen.
• The transaction will also be recorded in both the selected Shared Wallet and the destination Wallet transaction history, allowing you to easily track the transfer from either view.

Selected Shared Wallet View:

Selected Shared  Wallet History:

•  In the selected Wallet History, this will be marked as "Funds Transferred Out."

Check the Completed Transfer

• Go to the destination Wallet to check if the funds were transferred successfully.

Destination Wallet View before the transfer:

Destination Wallet View after the transfer:

• Confirm that the funds have been successfully added

• Check the transaction history for proper tracking.
• In the destination Wallet's history, this will be marked as "Funds Transferred In."

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