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Transfer groups

Step 1 - Transfer groups

Welcome to the 'transfer groups' demo. Simply read the prompts at the top of each screen, then scroll down and complete the tasks inside the box below.

The transfer groups function allows you to combine a number of accounts that you regularly make payments to into a transfer group and transfer money to all the accounts in one go rather than individually.

Add a transfer group

On the 'Transfer groups' page, add a new transfer group by typing its details in the empty field. For this demo, please type 'Holiday'.

Then click the 'Add' button.

 

 
 
 

Transfer groups

Import files
 
  Group name Total transfer group amount Account in group Pending transfers  
       
 
 
 

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