Quick Transfer widget

The Quick Transfer widget allows you to easily and instantly create a single transfer to move money from one account to another.

Note: The Quick Transfer widget is not displayed if a user does not have the appropriate functional entitlements.

The following image shows the Quick Transfer Widget.

This describes the features.

Quick Transfer Widget menu

From: Enables users to select the From amount for the transfer.

To: Enables users to select the To amount for the transfer.

Amount: Enables users to enter an amount for the transfer.

The user clicks Submit and is directed to the Create Transfer page.

If the company is configured for approvals the user receives a "Ready For Approval" message. If approvals are not required, a "Sent to Bank" message displays.