You can only transfer funds between accounts that have parent-child relationships. For example, you can transfer funds from a parent account to its child accounts. You can also transfer funds from a child account to its parent account.
1.Search for an account and open it. 2.Click the Account Summary page. 3.Complete the following steps, depending on whether you are transferring funds to or from accounts: oTo transfer funds from the current account to another account a.Click Transfer To. b.On the Transfer Funds page, click the Search Accounts icon  next to the To field to search and select an account. oTo transfer funds from another account to the current account a.Click Transfer From. b.On the Transfer Funds page, click the Search Accounts icon next to the From field to search for, and then select an account. 4.Enter the numeric value to transfer in the Amount field. 5.Click Transfer. |
Account Transfer Funds Screens Field Descriptions
Some field descriptions that follow may not display based on system settings and your assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.
Field
(*=required)
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Description
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*Amount
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The numeric value to transfer.
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Description
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Notes about the transaction.
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From
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The current account name.
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*To
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The account to which to transfer funds.
Click the Find icon to search and select an account to transfer funds to.
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Field
(*=required)
|
Description
|
*Amount
|
The numeric value to transfer.
|
Description
|
Notes about the transaction.
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*From
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The account to transfer funds from.
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To
|
The current account name.
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