Transferring funds from one member to another

Use these instructions to understand how a member of a credit union can use Banno Online to transfer funds to another member of the same credit union.

1. Choose a situation and follow the corresponding steps.

   Situation	Steps
   Accessing transfers from the Banno Online main menu	Select Transfers from the Banno Online main menu. Select Member transfer.
   Accessing transfers from the Transfers section of the dashboard screen (only available if member-to-member transfers is an enabled feature)	Locate the Transfers section of the dashboard screen. Select Transfer to a member.
   Accessing transfers from the quick actions section of the dashboard screen	Locate the quick actions section of the dashboard. Select Transfer to a member.

2. Complete the fields in the form.

   From

   Selecting this field makes a screen appear where the end users can select from accounts to transfer funds from.

   Member name

   In this field, the end user inputs the first three letters of the receiving member's name. Only three characters are allowed in this field.

   Member #

   The end user enters the member number of the member they want to transfer funds to in this field.

   Type

   The end user selects between Share (S) and Loan (L) to indicate the Type.

   Share/Loan #

   The end user inputs the share or loan number for the receiving member's account, up to four characters.

   Amount

   The end user inputs the transfer amount in this field. There is no character limit.

3. Select Submit.
4. Select OK.