To transfer funds from a saving account (one time transfer)
Locate the saving account by viewing the client, group, or center that holds the saving account, and clicking on the saving account under Saving Account Overview (the originating account).
The saving account from which the transfer originates need not belong to the same client that the destination account belongs to; however, the client who owns the originating account must request/authorize the transfer.
The originating and destination accounts must be in the same currency
- Click the saving account name in the list to view the saving account information.
- Click More and Transfer Funds from the action bar.
- Select the group and account (the destination loan account to be repaid) to transfer funds to:
- Office: Select the office where the destination account is located.
- Client: Select the client who holds the destination account.
- Account type: Select the product type upon which the destination account is based.
- Account: Select the destination account.
- Amount: Type the transfer amount.
- Select the Transaction date from the calendar pop-up.
- Type any notes in Description
- Click Submit.
Key Error Messages
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