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.
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 -> 296or
118 -> 274).
- Client Name
The client’s name.
- Client Email
The client’s email address.
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.
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.
The current transaction status.
The date and time when a transfer was made.
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.
The request status.
The reason why a request was rejected.