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  • Transfer Category. Represents the STAR Default category or a regulatory category, for Eagle Accounting clients that use IFRS. This allows you to customize separate regulatory categories to close out different ranges of accounts into various year end accounts. 
  • Target and Offset Account. The target account is the account to which that retains the year end process rolls closed out ledger balances. The year end closeout process moves the ledger balances from the source accounts to the target account that retains the year end closed out balances. The offset account is the a memo account for the contra postings to the target account. 
  • Source Accounts. One or more individual accounts or ranges of accounts that roll up to the target account. These are the general ledger accounts that the system zeros out for the start of the next fiscal year.

Ledger Item Editor - Core Transfers View

For a given transfer category, you can define a target account and an offset account, along with a set of one or more source accounts. 

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