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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!

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Demo

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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!

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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”

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Demo