Creating a one-time wire or wire template

Organization users can create a domestic, one-time wire transfer in Banno Online Wires. Users can also save a wire's details as a template, and templates can be used to set recurring wire transfers.

1. Navigate to Wires.
2. Select Create wire.
3. Enter the Wire name.
4. Select Select account, and then select the associated account.
   You can search for accounts by account name, the last four digits of the account, or the available funds in the account. If your organization has more than one type of account, you can filter by account type. If your organization has only one type of account, the filter button does not appear.
5. Select Add recipient.
6. In Recipient name, enter the name of the person or business you are transferring funds to.
7. Enter the recipient's Account number.
8. Enter the recipient's address in the address fields within the Recipient account section.
9. In the Receiving financial institution section, select a situation, and complete the corresponding steps.

   Situation	Steps
   Using the Find institution tool	Select Find institution. Search for financial institutions (FIs) by institution name, routing/ABA (American Bankers Association) number, city, or state. Press the Enter/Return key to display search results. Select an institution from the list. The fields in the Receiving financial institution section are automatically populated with the FI's information.
   Entering institution details manually	Enter the FI's Routing/ABA number. CAUTION: It is crucial that you enter the correct routing/ABA number for the wire transfer to successfully process. Enter the Institution name. Enter the FI's City and State.

10. If needed, select Add intermediary institution, and then add the institution to the Intermediary financial institution section using the same steps described for adding a FI in Step 9.
11. Select Save.
    Banno saves the recipient information and redirects you to the Create wire screen.
12. Enter the amount of funds that you want to transfer in the Amount field.
13. If needed, select Add notes to add up to four lines of notes, and then select Save.
    You are returned to the Create wire screen.
14. If needed, select the Save as template check box.
    Note: Template options and functionality are currently only available to bank users.

    Use the Save as template check box to save the wire details as a template for future or recurring use. If you save a wire transfer as a template, the wire template is added to the Templates tab for the associated account on the Wires dashboard. Organization users can use the template to initiate one-time or recurring wire transfers without re-entering any details.

    If you do not save the wire as a template, the wire is moved to the History tab once it is initiated, and it cannot be edited in the future.