How can I modify a scheduled outbound transfer?

Admin and Finance Transfer & Submit users can edit or modify the scheduled outbound transfer. You may follow our step-by-step guide below or watch our video guide:

  • Via desktop 
    1. On the left side of the page, go to "Transactions"
    2. Click the "Upcoming" tab, and choose the scheduled transfer you want to modify
    3. Click on "Manage Transfer", then select "Modify Transfer"
    4. Change the transfer details, then click "Next" to review the details. If all is good, click "Confirm
  • Via Mobile App
    1. On the lower part of the page, click "Menu"
    2. Click "Transactions" under the Overview section
    3. Click the "Upcoming" tab, and choose the scheduled transfer you want to modify
    4. Click on "Manage Transfer", then select "Modify Transfer"
    5. Change the transfer details, then click "Next" to review the details. If all is good, click "Confirm
HubSpot Video
 

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