Money Movement
Scheduling
Create, view, and manage schedules in Monitor
To Create a Schedule
1
Navigate to the Transfers table
Go to the table in the Transfer Details tab.
2
Find a completed transfer
Locate the completed transfer that you’d like to generate a schedule from.
You can only create schedules from Completed transfers at this time.
3
Initiate creating a schedule
Go to the Actions menu and select “Create Schedule”
4
Populate schedule details
Fill out all the relevant details for the schedule in the pop up.
5
Preview Schedule
Click on “Preview Schedule” to get a glimpse of the upcoming schedule dates to validate the recurrence.
6
Create Schedule!
Confirm and create the schedule!
Demo
View Schedules
1
Navigate to the Transfers Page
Click on the “Transfer Schedules” tab within the Transfers page
2
View Schedules
View all currently active schedules in the table!
Cancel Schedules
1
Identify the Schedule to Cancel
Find the schedule you’d like to cancel in the Transfer Schedules table.
2
Cancel Schedule
Click on the “Actions” menu and select “Cancel Schedule”