How to originate a new "transfer" operation?

To access the transfers module you just need to:

  • go to the "commercial services" menu;
  • select the "transfers issued" option;
  • select the "TF originator"" option;
  • select the "transfer" option.

Possible actions:

  • create a new operation from a previously created template, via the option "from a template";
  • access the list of operations not sent to the Bank (in edit & modification mode), via the "edit access" option;
  • consult the list of operations to be checked or validated in order to send them to the Bank for processing, via the "control access" option;
  • assign an operation to an entity, assign a reference to a customer, consult the list of operations to be validated, purged and rejected, via the "TF maintenance" option.
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