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Online Banking Tip of the Day: Benefit of Adding a Description When Making a Funds Transfer

February 14, 2013

Did you know there are benefits to adding a description when making a funds transfer?
How:  When creating a funds transfer there is an optional ‘Description’ field that can be utilized.  Using a description in a funds transfer helps explain the purpose of the transfer, makes the transaction easier to locate when performing a description search, and can be used for sorting.  The description you enter will show up in the register of both accounts involved in the transfer and replaces the default account number information.  A description can be entered at the time the funds transfer is created and cannot be added after a funds transfer has been submitted.  This option is only available in the Online Banking Center and not available within Mobile Banking.

Related Tips:
Print a List of Times a Specific Debit Occurred
Effective Use of Description Search in the Account Register
Using a Description Search in the Account Register
View Transactions for a Range of Dates, Sorted By Description

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day