Use the following procedure to create a new financial transfer for a patron from the FT menu:
1. From the FT menu, select New Transfer. The New Transfer screen is displayed.
2. In the Patron Search field, enter all or part of the patron’s last name or ID, and click Search.
Select a patron from the list of matching patron accounts. If only one patron matches the search criteria, the patron will automatically be selected.
3. Configure the following fields in the Account Out section for the account from which the funds will be transferred:
•Select the account from the Account Name drop-down menu.
•Select a Transaction Code.
•If necessary, select the Term a term to associate with the transfer.
4. Enter the amount of the transfer in the Amount field.
5. If necessary, enter any other details about the transfer in the Comments field.
6. Configure the following fields in the Account In section for the account to which the funds will be transferred:
•Select the account from the Account Name drop-down menu.
•Select a Transaction Code.
•If necessary, select the Term a term to associate with the transfer.
7. From the Transaction Code drop-down menu, select a Transaction Code to associate with the transfer.
8. Click Save. After saving, the transfer’s Transaction ID and Transaction Source fields will be auto-filled.
9. To exit the New Transfer page, click Cancel.
Alternatively, click New to add a New Transaction , New Transfer, or New Payment.
After a transfer is created, it can be applied.