Advanced Search
Filter the transfers to display in the list by defining search criteria. You can use one or more of the search options. If you do not enter or select any of the options for the listed search criteria, the search results will not be filtered based on that option. For example, if you do not select a Currency, the results include transfers for all available currencies.
- Template Name
The name of the template
You can use the asterisk (*) a wildcard character anywhere within the search string.
- From Account
The number, name, and currency of all accounts that are available for transfers, specifically for transferring funds from another account
Select accounts to limit the search results to only the templates that use those accounts as "To Accounts." Use the SHIFT or CTRL keys to select multiple accounts.
- To Account
The number, name, and currency of all accounts that are available for transfers, specifically for transferring funds to another account
Select accounts to limit the search results to only the templates that use those accounts as "From Accounts." Use the SHIFT or CTRL keys to select multiple accounts.
- Status
Filter the search results by one or more status values.
- Transaction Type
Filter the search result by the transfer type
- One to Many
- Many to One
To search for transfers that fit the criteria, click Search. The results appear on the Transfer Center page.