Southern BusinessPro User Guide

15

Create a Template

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J M N O P Q R S T B C D E F G H I 10 3 14 15 16 17 18 19 0 3 24 25 26 27 28 29 30 4 5 6 7 8 9 J M N O P Q R S T W X Y Z D E F G H I 10 4 15 16 17 18 19 0 4 25 26 27 28 29 30 5 6 7 8 9 J N O P Q R S T X Y Z D E F G H I 10 5 16 17 18 19 0 5 26 27 28 29 30 6 7 8 9 J O P Q R S T Y Z E F G H I 10 6 17 18 19 20 6 27 28 29 30 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a a 2a 3a 4a 5a 6a 7a 8a 9a 10b b 2b 3b 4b 5b 6b 7b 8b 9b 10c c 2c 3c 4c 5c 6c 7c 8c 9c 10d d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z B C D E F G H I 0 13 14 15 16 17 18 19 0 2 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a a 3a 4a 5a 6a 7a 8a 9a 10b b 3b 4b 5b 6b 7b 8b 9b 10c c 3c 4c 5c 6c 7c 8c 9c 10d d 3d 4d 5d 6d 7d 8d 9d V W X Y Z 10a a 4a 5a 6a 7a 8a 9a 10b b 4b 5b 6b 7b 8b 9b 10c c 4c 5c 6c 7c 8c 9c 0d d 4d 5d 6d 7d 8d 9d 10a a 5a 6a 7a 8a 9a 0b b 5b 6b 7b 8b 9b 0c c 5c 6c 7c 8c 9c 10d d 5d 6d 7d 8d 9d 10 a 6a 7 8 9 6b 7 8 9b c 6c 7c 8c 9c J P Q R S T Z G H I 10 8 19 20 8 29 30 9 J R S T H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 b 12b 13b 14b 15b 16b 17b 18b 19b 20b a 13a 14a 5a 16a 17a 8a 19a 20a 10 1 12 13 14 15 16 17 18 19 20 1 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 1 B1 C1 D1 E1 F1 G1 H1 I1 b 13b 14b 15b 16b 17b 18b 19b 20b 3a 4a 5a 16a 17a 8a 19a 20a

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

In the Money Movement tab, click Transfer Money . 1. Click the Manage Templates tab. 2. Click the “Create a Template” link 3. Enter a template name. 4. Select an action. 5. Use the drop-down to select an account 6. Enter a maximum transfer amount. 7. (Optional) Enter a description. 8. Use the drop-down to select an account 9. Enter an amount. 10. (Optional) Click the “Add additional detail row” link to add another account. 11. Click the Save Changes button. J1 J2 J3 J1 J2 J3 J1 J2 J3 J1 J2 J3 0 0c 0d J1 J2 J3 0a J1 J2 J3 10a a 2a 3a 4a 5a 6a 7a 8a 9a 10b b 2b 3b 4b 5b 6b 7b 8b 9b 10c c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A B2 C2 D2 E2 F2 G2 H2 I2 J3 A B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 J3 a 7a 8a 9a 10b b 7b 8b 9b 10c c 7c 8c 9c 10d 10a a 9a 10b b 9b 10c c 9c 10d 2 G2 H2 I2 8b 19b 20b 3 G3 H3 I3 H1 I1 J1 J2 2 I2 J3 3 I3 2 B2 C2 D2 E2 F2 G2 H2 I2 1 C1 D1 E1 F1 G1 H1 I1 b 14b 15b 16b 17b 18b 19b 20b 4a 15a 16a 17a 18a 19a 20a d 6d 7d 8d 9d 3 B3 C3 D3 E3 F3 G3 H3 I3 2 C2 D2 E2 F2 G2 H2 I2 1 D1 E1 F1 G1 H1 I1 4b 15b 16b 17b 18b 19b 20b 5a 16a 17a 18a 19a 20a 3 C3 D3 E3 F3 G3 H3 I3 2 D2 E2 F2 G2 H2 I2 D1 E1 F1 G1 H1 I1 5b 16b 17b 18b 19b 20b d 7d 8d 9d 3 D3 E3 F3 G3 H3 I3 2 E2 F2 G2 H2 I2 3 E3 F3 G3 H3 I3 1 F1 G1 H1 I1 2 F2 G2 H2 I2 6a 17a 18a 19a 20a 6b 17b 18b 19b 20b d 9d 3 F3 G3 H3 I3 1 G1 H1 I1 8a 19a 20a

Money Movement: Internal Transfer

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