Banno Online can create one-time
transfers, scheduled transfers, and recurring transfers. Banno Online can create internal
transfers within the financial institution (FI) and external transfers from one FI to
another.
The end user must have at least two
accounts set up with Banno Online to complete a transfer. Scheduled transfers and recurring
transfers are available only for Jack Henry core institutions.
-
Select an
option.
- Select Transfers from the main Banno Online
menu.
- Select Transfer in the quick actions section
of the dashboard.
- Select Make a transfer or, for credit unions,
select Transfer to a member from the Transfers section of the dashboard. The Transfers section of the dashboard only appears if your institution has
enabled scheduled transfers. Similarly, the member transfer option only appears if your
institution has member-to-member transfers enabled.
-
Select the account that you want to transfer funds from, and then select an account for
the destination.
-
Enter the transfer amount.
-
Choose a situation and follow the corresponding steps.
| Situation |
Steps |
|---|
| Creating a one-time transfer |
Select Submit. |
| Creating a one-time scheduled transfer |
This option is only available for financial institutions using a Jack
Henry core.
- Select More options.
- Select the Date field.
- Select a date for the transfer if you want something other than the
Soonest available default.
- Select Submit.
|
| Creating a recurring transfer |
This option is only available for financial institutions using a Jack
Henry core.
- Select More options.
- Select a date for the repeating transfer to start.
- Change the Frequency field.
- Select Submit.
|
Tip: If your transfer is an immediate, internal transfer, you can add a memo
note by selecting More options and completing the
Memo field.
