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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.

Note

Only transfers that took place after 1 January 2018 will be shown.

  1. From the left navigation bar, select [Menu] → Finance.

  2. 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 reference

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.

Transfer detail reference

Note

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:

  • 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.

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