Murphy and Company Q2 4.2.2 Retail Sample Guide

21 / 78

21
Transactions
In the tab, then click on Funds Transfer .
1. Select Multi-Account Transfers
2. If you already have a template saved, select the template you will use. If you
are sending a new transfer, decide if it will be recurring or one time transfer.
If it’s recurring, select Create Template if it isn’t select a template then
Transfer Funds.
3. Enter your Template name.
4. Select which users will have access to use this template.
5. Click Next.
Funds Transfer: Multi-Account