View Bulk Transfer
This topic covers the following pages:
- View One to Many Transfer
- View Many to One Transfer
These transfers are generically known as "bulk transfers." Each page displays the transfer instructions for the selected transfer.
The page has three sections:
- Transfer Information
- Transfer To or Transfer From (depending on the transaction type)
- Transfer History
Transfer Information
| Column | Description |
|---|---|
| Transfer Type | Indicates the type of transfer In this case either Many to One or One to Many. |
| Transfer From or Transfer To |
Depending on the transfer type, displays the single account funds are either to be transferred to, or to be withdrawn from. |
| Amount | The transfer amount |
| Status | Indicates the transfer state, such as deleted |
| Reference Number | Indicates the reference number assigned to the transfer when the transfer was created |
| Date | The scheduled transfer date |
| Frequency | Indicates a one-time only or a recurring transfer |
| Memo | Displays the memo associated with the transfer. |
| Transfer From or Transfer To |
Shows the Account Names, Account Numbers and the Amounts defined for the transfer to or from accounts. |
| Transfer History | Shows transaction history for the transfer, including the activity, the user ID and the date and time for the activity. |
Transfer (To or From)
This section provides the information for the multiple accounts portion of the transaction, based on the transaction type. Account information is displayed as follows:
One to Many transfers
- Accounts to which funds were transferred
- Amount transferred to each account
Many to One transfers
- Accounts from which funds were to transferred
- Amount transferred from each account
| Column | Description |
|---|---|
| Account Name | Displays the associated account name |
| Account Number | Displays the associated account number |
| Amount | The transfer amount specific to this account |
Transfer History
This section shows transaction history for the transfer, including the activity, the user ID and the date and time for the activity.
