From the accounts ribbon select ‘IBD Withdraw’
Type the client number and matter number
The Bank IBD Reference will automatically appear, make sure you check it is the correct one from the drop-down menu (it is possible to have multiple IBD accounts under the one matter)
Enter the amount to withdraw
Note: The current balance is the balance before the withdrawal is processed, the new balance is what the balance will be after this withdrawal is processed
‘Save & Close’ to save transaction and close IBD withdraw posting screen
‘Save & New’ to save the transaction and continue posting