- Login to your instance of Atomic Insights
- From the Treasury page, you can send a wire from two routes:
- Move Money button
- Search by Client, Entity, or Account
- Move Money button
- Click the Move Money button
- From: search for the account (by client name or account number) from which you want to execute a wire
- To: search for the Vendor to which you want the wire payment to be sent
- Enter any Beneficiary Info like name and address
- Enter the Payment amount
- Transaction Date and Type will default to current day and wire
- Enter any Memo details
- Click Submit