ANB Go Business User Guide

Quick Transfer Widget The Quick Transfer widget allows convenient initiation of simple transfers. Users can easily submit a one-time transfer between ANB deposit or loan accounts with minimal clicks from any workspace. These transfers will appear on the transfer report list view in the transfer widget after submission.

To submit a transfer, follow the steps below.

1. 2. 3. 4. 5. 6.

Navigate to the Quick Transfer widget or add it to a workspace. Use the dropdown menus to select the from/to accounts .

Choose a Transfer Date . Enter the Transfer Amount . Optional: Enter a memo .

Click Submit .

If dated for today, a balance check will be performed upon clicking submit, and the transaction will not process if there are insufficient funds in the From Account. Otherwise, the balance check will be performed on the date of transfer.

Smart Chart The Smart Chart widget is pinned to the Home workspace by default but can be added/removed from any page. This widget shows a graphical summary of all deposit accounts using two different charts. The bar graph on the left shows the total opening balance of all deposit accounts combined for the past five business days. Weekends and holidays are excluded from this chart. On the right, the pie chart demonstrates the distribution of total credits and debits for the current month. Red represents all the debits, and green shows the credits

Page 29 of 37