Transaction Management System

Always access the Transaction Management System using Dollar sign indicating a link to the Transaction Management System. in the right-side panel.

  1. Select Dollar sign indicating a link to the Transaction Management System. from the right-side panel to enter a transaction using a template.

Dollar sign indicating a link to the Transaction Management System. (TMS) only appears in the right-side panel when you are viewing account information; not customer information.

  1. Select your template link from the list or search for it using TMS Templates.

    Image of a Checking Summary page and the Transaction Management System open with templates to choose from.
  2. Enter your Account, Tran Code, and Amount information if it is not filled.

    Image of a Transaction Template with sections for Debit and Credit information.
  3. Select Save.

Search for account information

Search for customer information

Right-side panel