StockYards Bank & Trust Online Cash Management eGuide - page 22

20
RecurringTransfers
Do youwish youcould remember to transfermoney to your savings account
eachmonth?Are you in thehabit of transferringmoney to your checking
accountwhen you sit down topay your bills?Recurring transfersmake life
easy by automating this task onadate that you specify.
In theTransactionsmenu, select
FundsTransfer
.
1 | Begin just as youwouldwithaone-time transfer, andfill out theAccount information.
2 | Next, select thedetails for your recurring transfer, including
Frequency
and
StartDate
.
3 | Click
Submit
toprocess yourRecurringTransfer. Upon settingupyour recurring
transfer, youwill need toapprove the seriesbefore theywill process. Thesystem
will automatically take you to the submit transaction screen toperform thisaction.
4 | TomanageyourRecurringTransfers, just click
ManageRecurring
in theTransactions
menu. A newwindowwill open confirming the details of your Recurring
Transfer transaction. You can either click
Approve
or
Cancel
.
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