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Transfers and Payments: Multiple Account Transfer
Transfer Money // Manage Templates (continued)
If you have chosen to add a template:
1
In the space provided, enter the name of the template.
2
Select the template's action:
Debit
or
Credit
. As a
debit
template, the total transfer
amount is deducted from the main account and transferred into the detail account.
As a
credit
template, the total transfer amount is deducted from the detail account
and transferred into the main account.
3
From the drop-down menu, select the
Main account
. Next, enter the maximum transfer
amount in the space provided.
4
From the drop-down menu, select the
Detail account
. Then, enter the detail account's
default amount in the space provided.
5
Click
Add template
.
6
You should then receive confirmation that the template was created successfully.