Transfer Center

Using the Transfer Center page, you can perform various transfer-related tasks. It provides a central point for transfer activity, such as:

Note: For detailed information on transfers, see View transfers.

Pending, Processed, and All Tabs

The Pending, Processed and All tabs on the Transfer Center page, enables you to view a list of transfers based on their current status. Using the Search fields, you can filter the items that are displayed in the list of transfers.

Using the Items per page list, you can define how many transfers display on the page. If there are a significant number of transfers, you can scroll through the pages using a scroll bar located just beneath the transfers table.

Transfer List

Each tab provides a table which displays a list of transfers based on the search results or all transfers of the type of transfer, such as all processed transfers. Using the table you can sort by column headings by using the or arrows in the column heading. The sort order is based on the column that displays either the up or down arrow.

Create Transfer button

Click to go to the Create Transfer page to create a new transfer.

From

The beginning date of a range to use when searching

To

The end date of a range to use when searching

Reference #

The transfer reference number to use when searching

Status

The transfer status to use when searching

Search button

To activate the search, click this button.

Advanced Search button

To go to the Advanced Search page to do a more detailed search, click this button. See Advanced Search.

Select All

Click to select all transactions listed on the page.

Click individual check boxes to select one or more items in the list.

When you select items, you can perform the available options shown in the bottom left. Options may include Approve, Reject and Delete. The available options depend on your entitlements.

When you use this option to select all the items, the button changes to Select None.

Date

The scheduled transfer date

Reference #

Indicates the reference number assigned to the transfer when the transfer was created

The reference number appears as a link. Use the link to access the Edit Bulk Transfer page for the transfer or the View Bulk Transfer page. The page that appears depends on the transfer status and your user permissions.

From Account

Identifies the account from which funds will be or were transferred

To go to the Edit Bulk Transfer page that displays all the transfers that are part of this bulk transfer, click more>>.

To Account

Identifies the account to which funds will be or were transferred

To go to the Edit Bulk Transfer page that displays all the transfers that are part of this bulk transfer, click more>>.

Status

Indicates the transfer state, such as Pending

If the status requires action, such as approval, the status is displayed as a link. The link opens the page where you can complete the required action.

Note: To complete the required action, you must have the appropriate user permissions.
Frequency

Indicates a one-time only or a recurring transfer

Amount

The transfer amount

For the listed transfers, the following actions can be performed:

  • To delete the checked transfers, click Delete.
  • If you have the option to approve the checked transfers, click Approve.
  • If you have the option to reject the checked transfers, click Reject.
See Also