Transfer Funds - Initiate Book Transfer(s)

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Complete the transfer information for each transfer, then click Continue.

* = required field.


Initiate  Back  Cancel
From:
Debit Account Number /
Debit Account Name*
Interim Collected
Balance
To:
Credit Account Number /
Credit Account Name*
Interim Collected
Balance
Amount * Effective Date
(MM/DD/YYYY)
Action
123456789012
Sample Account A
$1,038,364.39
$238,078.63 $  Calendar Add Memo
Initiate  Back  Cancel

SinglePoint Demo
Transfer Funds - Initiate Book Transfer(s) provides an optional method to quickly enter account transfers, directly from an Information Reporting page.

Hint: Click Auto-Fill Then click Continue to initiate the book transfer.

View demo hint