RELATED IDEAS
Editing the Transfer Funds Template name
Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (where the numbers 3 and 1 are the bank IDs), then when #1 was closed and template changed to a different Bank ID, the Template name remains the same. It's confusing, an no way to delete (because it's already been used), and no way to edit to: XFR FROM CHKG (3) to MAIN (8) ACCT.
I think this maybe partially resolved. There's now an "active" check box with the templates. So you can uncheck that, and create a new one with the corrected information. It will still show up in the templates, but not when you actually do a transfer. Not as clean, but it a good workaround.