Scheduled Transfers

The Scheduled Transfers section displays a partial list of the user's scheduled transfers. If there are no scheduled transfers for the selected user, the table displays "No active scheduled transfers." This section does not show in staff user profiles. 

Select See all scheduled transfers to view the full list.

The page that opens shows a full paginated list of scheduled transfers. You can sort the list using the menu on the upper right—select either date (furthest from now) or date (closest to now).

If fraud is suspected or a customer no longer wants a recurring transfer to continue, it can be manually expired by your staff. Select a specific transfer row in the Scheduled Transfers table and on the page that opens, select Expire. On the confirmation dialog that appears, select Yes, expire transfer.

Go to Schedule an ACH Transfer to learn more about scheduled transfers.