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49

Treasury: Create a New Payment or Template

Part 2 of 5: Info & Users

If you are creating a template, you need to fill in a unique name for the template and

decide which users an access it.

1.

Create a unique template name.

2.

Indicate which users can access this template by finding their name using the

search bar or checking the box next to their name.

3.

Click the

Next

button.

The “Part 2 of 6: Info & Users” section is only for people creating a

template. If you are sending a one-time payment, skip to “Step 3 of 6:

Recipient & Amount.”

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10a

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10b

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10c

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10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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1d 2d 3d 4d 5d 6d 7d 8d 9d

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A B C D E F G H I

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A1 B1 C1 D1 E1 F1 G1 H1 I1

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A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

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10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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1d 2d 3d 4d 5d 6d 7d 8d 9d

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K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

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1a 2a 3a 4a 5a 6a 7a 8a

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K L M N O P Q R

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A B C D E F G H

A1 B1 C1 D1 E1 F1 G1 H1

A2 B2 C2 D2 E2 F2 G2 H2

A3 B3 C3 D3 E3 F3 G3 H3