Multiple Transactions¶
To help streamline your workflow, our platform allows you to create and submit multiple payment instructions in a single session. This feature is ideal if you need to send several payments at once—saving you time and reducing the need for repetitive data entry.
Only existing wire transfer templates will appear in the dropdown.
- Create the wire transfer templates before completing these steps.
Related Pages
1. Navigate to Wire Transfers¶
1. Go to the main navigation, and click on "TRANSFERS"
2. In the dropdown, click "WIRE TRANSFER"
3. Click the toggle to switch to multiple transactions.
2. Complete wire transfer details¶
4. Select the account that money will be sent from.
5. Complete the “Required” field for “Transaction purpose”
6. Complete the “Required” field for “Amount”
7. Scroll to the right.
8. Select the “Wire transfer template” the money is being sent to.
- Note: Only existing wire transfer templates will appear in the dropdown. Create the wire transfer templates beforehand.
9. Next, add the next transaction by clicking on the "ADD TRANSACTION" button
10. Repeat previous steps for “Complete Wire Transfer Details”
3. Submit Multiple Transactions¶
11. Once all transactions have been added, reviewed and ready to be submitted, click on the “SUBMIT” button.
12. In the pop-up modal, horizontally scroll to review all wire transfer details.
13. When ready, click the “SUBMIT” button to confirm.
14. The multiple transactions will be processed.
15. A pop-up modal will confirm the transactions that have been processed. Click “OK”
4. **View transactions¶
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16. To check account transactions, click "ACCOUNTS" in the main navigation.
17. Dropdown and click "TRANSACTIONS"
18. Review the list of transactions.
