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1.

If all transfers occur on the same date be sure the “

Use same date for all

” box is

selected and enter the date from the “

Select Date

” drop down.

2.

If all transfers occur on a different date uncheck “

Use same date for all

” box and

use Transfer Date drop down to enter the transfer date.

3.

To leave the same memo for all transactions enter memo then click

Push to All

. If

not click the to enter an individual memo for each transfer.

4.

If you are making a template be sure to hit

Save

.

5.

Then click

Transfer Funds

.

Step Three:

Transactions

Funds Transfer