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.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select 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 | Description |
|---|---|
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. |
Not all table columns may be present. You can change which table columns will be shown by selecting 
[Columns] near the top-right corner of the table.
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:
|
You can view more information about a transfer, like any reporting details or comments made by the transfer's creator.
While on the Transfers screen, search or filter for a specific transfer.
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.