Advia Credit Union Quick & Easy Business Digital Banking Guide

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Transfers Deleting a Multi-Account Transfer Template An authorized user can delete an unnecessary template if they have Funds Transfer: Multi-Transfer rights. However, once a template is deleted, previous transfers using the template do not change.

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In the Transfers & Payments tab, click Transfer Money , then Multi-Account Transfers . 1. Click the icon to delete a template. 2. Click the Delete Template button to permanently delete a template. 3. Click the Save Changes button to finish or click the “Save and Add More” link to create another record.

Transfers: Deleting a Multi-Account Transfer Template