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How to create an automatic transfer from your virtual bank account to another bank account

Having an automatic transfer means that you do not have to manually transfer the money from your virtual bank account every time a transfer is needed. You can set this up as a daily, weekly and monthly transfer. This will ONLY transfer money that has been reconciled on your account.

Step 1

Go to financials > payments out > add a recurring payment

Step 2

Once you have clicked on ‘add recurring payment’, it will then ask you to choose when you would like this automatic transfer to take place. At this moment, you can only transfer money to ONE bank account.

Once you have done this, click ‘confirm’ and your recurring payment will be created.

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