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21

Transactions

mcompany.com

In the

Transactions

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