🔐 Required Role Permissions: Transfers
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Default Columns
The Transfers table contains all of your transfers with the following default columns:
Reference - a alphanumeric transfer reference
Gateway - the payment gateway through which the transfer was made
Status - shows the transfer status
Date - shows the exact date of the transfer
Payments - shows the total amount of a transfer without any deductions
Refunds - shows the amount of refunds, if any
Disputes - shows the disputed amount
Bills
Adjustments - represent the transaction fees taken by the payment service provider (PSP)
Fees - shows the sum of all types of fees accumulated in the transfer, such as payment fees and conversion fee
Total- shows the net amount of a transfer (after deductions)
Diff - shows the balance due
📗 TIP
Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the bookings table enables you to perform a number of additional functions.
Search bar - filter the bookings table, using any parameter from the available columns
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
📗 TIP
To learn more about saved searches, read our article Working with Saved Searches.
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple bookings and press to apply an action on your selection; options include
Bulk Action | Description |
Delete All | delete all selected transfers |
Show Columns - press to add new columns, or remove existing ones from your current view
📗 TIP
The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the bookings table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the booking table
📗 TIP
To learn more about reports, read our article Working with Charts and Reports.
Manage Transfers
Select a row to view transfer management options:
Transactions - view all transactions pertaining to the transfer
Download - download the transfer settlement report
Run Reconciliation - verify that the transfer has been accurately recorded and that the recorded information matches the actual transaction.
