Montecito Bank & Trust Business & Commercial Online Banking eGuide

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Treasury
Treasury: Edit a Multi-Account Transfer Template
In the Transactions tab, click Transfers then Multi-Account Transfers.
1. Click the icon to edit a template.
2. Follow the steps on to make the necessary changes.
3. Click the Save Template button when you are finished making changes.
Edit a Multi-Account Transfer Template
If you have Manage Funds Transfer: Multi-Transfer rights, you can edit or use any
of the available templates on the Multi-Account Transfers page. Using or editing
a template is a quick way to process multiple recurring transfers or make a quick
change without having to create a new template.
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