Modify Template

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To modify this template, complete the fields below and click Save.

* = required field

Template Name *   View Existing Names

From Debit Account Number - Debit Account Name *

To Credit Account Number - Credit Account Name *

Amount
$

Memo

Create / Modify Schedule

Set Recurring Transfer Schedule (Optional)
You can automatically inititate book transfers by setting a recurring
schedule. To select effective dates, click the calendar icon to choose a valid
date. Then click Save.

Transfer Frequency:

First Effective Date:
 Calendar

Transfer Frequency:

Last Effective Date:
 Calendar

If Transfer Date falls on
a weekend or holiday:



View Schedule



Save  Inactive in demo  Cancel

SinglePoint Demo
Modify Template lets you change one or more details of an existing book transfer.

Hint: Adjust fields as needed, then click Save.

View demo hint