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Transfer History

Gain Full Visibility and Audit Control Over Every Internal Transaction​

In any organization that handles frequent internal transfers—be it funds, inventory, or assets—maintaining a complete and traceable record is vital. PrismERP’s Transfer History feature offers a detailed log of all past transfer activities, enabling businesses to review, audit, and analyze internal movements with ease and accuracy.
Whether you're tracking inter-branch fund movement or inventory shifts between warehouses, this feature provides a centralized, searchable record for financial transparency and operational efficiency.

What is Transfer History in PrismERP?​

Transfer History is a system-generated archive that records every approved and executed transfer within your organization. It includes essential details such as transfer date, amount or quantity, source and destination branches or departments, approver names, and execution status.
This ensures a fully auditable trail of transactions for internal reviews, compliance, and performance analysis.

Key Features of Transfer History​

Centralized Logbook
View all fund or goods transfers across branches, warehouses, or departments in one place.

Detailed Transaction Data
Includes transfer type, origin and destination, purpose, value/quantity, initiator, approver, and timestamps.

Filter & Search Options
Easily filter by date range, branch, item, transfer type, user, or status to locate specific transactions quickly.

Linked Documentation
Access related documents such as requisitions, approvals, receipts, and execution confirmations.

Status Tracking
See whether transfers are pending, approved, completed, or reversed—at a glance.

Audit-Ready Logs
Maintain a permanent and tamper-proof history to meet internal control and external audit requirements.

Exportable Reports
Generate downloadable reports for finance teams, auditors, or project managers.

Integrated With Key Modules in PrismERP​

Fund Requisition – Logs all approved and executed fund requests
Inter-Branch Transfer – Tracks money movement across locations
Inventory Management – Records stock transfers between warehouses
General Ledger – Ensures alignment of financial records with transfer history
Asset Management – Maintains movement logs of fixed assets across departments or projects

Useful For:​

  • Finance departments overseeing internal fund movement
  • Operations and inventory teams tracking warehouse transfers
  • Project managers monitoring resource allocation
  • Auditors and compliance officers reviewing internal processes
  • Organizations with multiple branches, cost centers, or inventory locations

Stay Informed and In Control with PrismERP Transfer History​

PrismERP’s Transfer History empowers your team with full visibility over every internal transaction—improving governance, audit-readiness, and operational clarity.
Request a Demo to discover how Transfer History supports smart and secure internal operations.