Transfer settings

Use these instructions to set your institution's preferences for internal and external transfers.

To alter the referenced settings, a user must belong to a group in Banno Settings that has the appropriate permissions enabled under Users & Groups > Group list > [Group name] > People > Settings: Manage external transfers, Manage Reg D message for transfers, and Manage internal transfers.
Note: The transfer settings your institution establishes are applied to all users. However, you can still choose to override fees, limits, etc., on a situational, per-user basis.
  1. Select Settings in the Banno People menu, and then select Transfers.
  2. Complete the Internal transfers options as desired.
    1. Activate or deactivate the View automatic loan transfers toggle as needed.
    2. If your institution is a credit union, find the Principle payments section.
    3. Use the toggle to activate or deactivate the feature.
    4. Place your information in the Loan types field.
      Note: Only numbers are allowed in this field. For example, 3,4,10,500,4040.
  3. Complete the External transfers options as desired.
  4. Complete the Reg D section's Limit message field to configure the message your end users see when they reach the monthly withdrawal limit for an account.
  5. Select Save.
Parent topic: Settings