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Update Transfers
The Update Transfers option allows you to view, update or delete both
scheduled account transfers and recurring account transfers. The Update
Transfers function lets you examine all such transfers and, if appropriate,
remove them from the pending list (i.e., cancel them). The Scheduled
Recurring Account Transfers portion displays the current recurring transfers
scheduled and allows you to edit all fields except the start date, from
account and to account.
Transfers are processed on the date specified and a confirmation email
will be sent to the end user who added the account transfer information. If
the transfer cannot be processed, the system will send an email noting the
error and the transfer will be deleted. If you have a large number of transfer
records, you will be able to page through the list using First, Previous and
Last buttons.
From the Payments & Transfers menu, select Update Transfers
under Account Transfer.
8
The
Update
button saves the
selected book transfer changes in
the system and updates the screen
with the changes.
8
The
Delete
button removes the
selected transfer from the system.
8
The
Reset
button clears the screen
of any changes and displays the
last saved transfer instructions.
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