This article covers the differences between the Classic Bank Transfer and the New Bank Transfer. The new bank transfer experience will be enabled for all customers in November 2025.
For a limited time, the Classic and New transfer options are both available from the bank transfer menu.
The Classic bank transfer option will be removed in January 2026
Manage the Bank Transfer Experience
Switch from New to Classic:
Switch from Classic to New:
Bank Transfer Updates
The Bank Transfer has been refreshed with an updated style and layout.
Classic Bank Transfer | New Bank Transfer |
|---|---|
Header | |
| The Save, Approve, and Action menu now appear in the top right of the header, and the approval status has moved into the header
|
Layout | |
| The Transfer From and Transfer To sections now appear side-by-side, with Transfer From on the left and Transfer To on the right, improving readability.
|
Attachments/File Management | |
| Attachment management functions are now in a dedicated Attachments tab.
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