Create transfers

Using the Transfers feature you can create transfers from and to accounts that have been enabled for use with transfers. The type of transfers you can create is based on your permissions.

When creating the different types of transfers, you can define different options based on predefined permissions, such as the transfer date, time, and if the transfer is to take place only one time, or if it is a recurring transfer.

This section covers how to create transfers.

Note: To create transfers based on a defined template, see Create a many to one transfer template.