Transfers
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On this page, you can view a list of transfers made between client accounts.
To view transfers made between accounts of a particular client, go to the on the client details page.
The following information is provided about each transfer transaction:
Operation ID
The identifier of a transfer transaction in the system.
Client ID
The identifier of a client from whose account funds are transferred followed by the identifier of a client to whose account funds are transferred (for example, 296 -> 296 or 118 -> 274).
Client Name
The client’s name.
Client Email
The client’s email address.
Type
The type of a transfer transaction:
Transfer – funds are transferred between accounts of the same client.
Internal transfer – funds are transferred from one client to another within the same B2CORE system.
Tags
Company Short
The short name of a client’s company.
Company Full
The full name of a client’s company.
From account
The number of a source account from which funds are transferred.
Source platform
Source type
Source amount
The transfer amount, in the currency of a source account.
Source currency
The currency in which a source account is denominated.
To account
The number of a destination account to which funds are transferred.
Destination platform
Destination type
Destination amount
The transfer amount, in the currency of a destination account.
Destination currency
The currency in which a destination account is denominated.
Status
Created
The date and time when a transfer was made.
Processed
The date and time when a transfer was processed.
To view transaction details, click the Edit button or the number displayed in the Operation ID column.
The following additional information is provided about each transfer transaction:
Internal client type
For internal use only. The internal client profile category.
Source commission
The commission, in the currency of a source account.
Destination commission
The commission, in the currency of a destination account.
The following information about a client request is provided if your clients are required to submit requests for a fund transfer, which are resolved on an individual basis (approved or rejected):
Request ID
The identifier of a client request to transfer funds.
Resolution
Reason
The reason why a request was rejected.
See also
The tags assigned to a client that are used to sort a list of transfer transactions displayed to .
The on which a source account is opened.
The to which a source account belongs.
The on which a destination account is opened.
The to which a destination account belongs.
The current .
The .