Shore United Bank Business Online Banking and User's Guide

» Single Book Transfers The transfer of funds from one deposit account to another at the same financial institution is a Book Transfer . Complete a variety of functions from one screen, starting by selecting Pending Transfers , Schedule Single Transfer or Schedule Multiple Transfers from the Book Transfers panel under the Cash Management tab.

1 Utilize the Actions menu to complete a loan payment. 2 Enter all pertinent information for scheduling a single or recurring book transfer, including the participating accounts, amount, frequency and transfer dates. 3 To complete the transfer, click Transfer . 4 Pending transfers are displayed to the right of the transfer scheduling window. Select an entry or utilize the Actions menu to view, edit or cancel a pending transfer. 5 Select a recent transfer entry to view transfer details. 6 To view book transfer history, click View Transfer History .

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