View Transfer Details

You can view details about your upcoming, overdue, and completed transfers on the Transfers screen. You can also filter for transfers that meet certain criteria.

1. From the top navigation bar, select your balance → Transfers.

   • From here, you can view transfer information, filter for specific kinds of transfers, view specific transfer information, and reverse transfers that are not completed.

Filter reference

Filter	Description
Funding Account	Choose which funding account you want to view funds transfers for.
Scheduled Month	Pick for which scheduled month you want to view funds transfers. This will default to the current month. Select Clear or All to view funds transfers for all months.
Partner	Choose for which partner you want to view funds transfers. Select Clear to view funds transfers for all partners.
Program	Select for which of your programs you want to view funds transfers.
Type	Pick which kinds of funds transfers you want to view, like Bonus or Make Good.
User Initiated	Filter for funds created by specific users.
Funding Status	Choose which funds transfers' statuses, like Transferred, should appear in the table.
Invoice Status	Select which invoice statuses (or all invoice statuses) you want to view.

Transfer detail reference

Note: Not all table columns may be present. You can change which table columns you want to see by selecting [Columns] near to top-right corner of the report.

Transfer Detail	Description
Transfer From	View which of your brand account is sending this transfer.
Transfer To	See which partner is receiving the transfer.
Program	View which of your programs is sending this transfer.
Type	See the type of transfer.
User Initiated	View which user created this transfer.
Date Created	See on which date this transfer was created.
Event Date	View on which date this transfer will appear on your reports. This will not appear by default.
Scheduled Transfer Date	See on which date this transfer is scheduled to occur. This will not appear by default.
Transfer Date	See on which date this transfer occurred.
Amount (excl Tax)	View the amount to be sent in the transfer (excluding any taxes owed). If the amount is in parenthesis, it be being paid to your account. This will not appear by default.
Tax	See the amount of tax owed on the transfer. This will not appear by default.
Amount	View the total transfer amount (the sum of the prior 2 columns). If the amount is in parenthesis, it is being paid to your account.
Invoice Status	View whether the transfer has been invoiced to the paying party or not. This will not appear by default.
Funding Status	See the transaction's status: • Not Yet Due • Overdue • Transferred • Reversed

View a specific transfer's details

You can view more information about a transfer, like any reporting details or comments made by the transfer's creator.

1. While on the Transfers screen, search or filter for a specific transfer.

2. Hover over the table row for that transfer, then, at the right end of the row, select [More] → View.

   • From here, you can see all the information used to create the transfer. See the Transfer detail reference section above to learn more about the transfer's details.