Monetary online transactions issue immediate debit or credit to the following accounts:
- DDA
- Savings
- Savings club
- Loan
- GL Account
Monetary online transactions immediately affects the availability of funds in an account. Once the funds have been transferred online, the transaction is complete.
Monetary Online Transaction Procedures
- In Xperience, pull up the client's account that you are transferring funds out of.
- Click Transfer.
- Click Add.
- Enter the Transfer Amount in the field provided.
- Use the In Person Transfer drop-down menu to choose Yes or No.
- Click Next.
- Enter the Account and Type you are transferring funds into.
- Click Next.
- In the Description field, enter the name of the person initiating the transfer.
- Click Next.
- Ensure the account and transfer amount are correct.