Transfers
On this page, you can view a list of transfers made between client accounts.
To view transfers made between accounts of a particular client, switch to the Transactions tab on the client details page.
General information
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 -> 296or118 -> 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
The tags assigned to a client that are used to sort a list of transfer transactions displayed to Back Office administrators.
- 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
The platform on which a source account is opened.
- Source type
The type of a product to which a source account belongs.
- 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
The platform on which a destination account is opened.
- Destination type
The type of a product to which a destination account belongs.
- Destination amount
The transfer amount, in the currency of a destination account.
- Destination currency
The currency in which a destination account is denominated.
- Status
The current transaction 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.
Details
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
The request status.
- Reason
The reason why a request was rejected.
See also