Here are the steps for Transfer Balances. To learn more, you can also watch this RELY Online tutorial video:
For Balance Transfer in Rely, first login to the Rely main menu.
1. Go to Main Menu > Transfer and press Enter key.
2. Rely will prompt 'Before Transferring Balance: It is highly recommended that you take backup of your data.' Here, If you have already taken the backup, select OK to continue transferring balance or select Cancel to skip transferring now'. You will be able to proceed only when you click on OK button.
3. In the From field, enter the name of company from which data needs to be transferred, press Enter Key.
4. In the To field, enter the name of company to which data needs to be transferred, press Enter Key.
5. Tick mark the options you need for balance transfer. Press +/- or Space-bar key to select or de-select the options, press Enter Key. Please refer video for detailed information about all the options.
6. If you want to Reset all options to by default settings, press F5 key.
7. Once done, press Enter key and in 'Do you confirm?' select Yes and press Enter key. Your Balance Transfer will be done successfully.