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| + | <p>When member transfer’s balance to another member or does an internal transfer, then it will be displayed in this page for approval.</p> | ||
<div class="subtitle" id="Member_to_Member_Pending_Requests">Member to Member Pending Requests</div> | <div class="subtitle" id="Member_to_Member_Pending_Requests">Member to Member Pending Requests</div> | ||
| − | + | When a member initiates a balance transfer to another member, then it will be displayed here. If you are not auto approving the Member to Member balance transfers from <b>Settings -> Balance Transfer Settings</b> page, they'll be recorded as pending here. You can either <b>Delete or Allow</b> those pending transfers here. You can also use the search option to search for particular pending request by selecting various parameters. The records will be display fields such as Date, From Member, To Member, Amount, Transferred Amount, Fees, IP Address, Processor, Balance and Status. | |
| + | <p><b>Allowing Member to Member Transfer Request</b><br /> | ||
| + | Click on the Action button of the corresponding pending request record and select <b>Allow This Balance Transfer</b>. </p> | ||
| + | <p><b>Deleting Member to Member Transfer Request</b><br /> | ||
| + | Click on the Action button of the corresponding pending request record and select <b>Delete Transaction</b>. </p> | ||
<div class="subtitle" id="Internal_Transfer_Pending_Requests">Internal Transfer Pending Requests</div> | <div class="subtitle" id="Internal_Transfer_Pending_Requests">Internal Transfer Pending Requests</div> | ||
| − | <p>If you are not auto approving the Internal Balance Transfers | + | <p>When a member initiates a balance transfer from one processor to another processor, then it will be displayed here. If you are not auto approving the Internal Balance Transfers from <b>Settings -> Balance Transfer Settings</b> page, they'll be recorded as pending here. You can either <b>Delete or Allow</b> those pending transfers here. You can also use the search option to search for particular pending request by selecting various parameters. The records will be display fields such as Date, Member Id, Amount, Transferred Amount, Fees, From Processor, To Processor, From Balance, To Balance, IP Address and Status. </p> |
| + | <p><b>Allowing Internal Transfer Request</b></p> | ||
| + | <p>Click on the Action button of the corresponding pending request record and select <b>Allow This Balance Transfer</b>.</p> | ||
| + | <p><b>Deleting Internal Transfer Request</b></p> | ||
| + | <p>Click on the Action button of the corresponding pending request record and select <b>Delete Transaction</b>.</p> | ||
<div class="subtitle" id="Member_to_Member_Transfer_History">Member to Member Transfer History</div> | <div class="subtitle" id="Member_to_Member_Transfer_History">Member to Member Transfer History</div> | ||
| + | <p>You can view the history of Member to Member transfers here. You can also use the search option to search for records using various parameters.<br /><br />You can also delete member to member transfer history records by clicking on <b>Action -> Delete Balance Transfer History</b>.</p> | ||
<div class="subtitle" id="Internal_Transfer_History">Internal Transfer History</div> | <div class="subtitle" id="Internal_Transfer_History">Internal Transfer History</div> | ||
| + | <p>You can view the history of Internal Transfers here. You can also use the search option to search for records using various parameters.<br /><br />You can also delete Internal Transfer history records by clicking on <b>Action -> Delete Balance Transfer History</b>. </p> | ||
[[Category:Finance]] | [[Category:Finance]] | ||
Latest revision as of 05:29, 20 April 2015
When member transfer’s balance to another member or does an internal transfer, then it will be displayed in this page for approval.
When a member initiates a balance transfer to another member, then it will be displayed here. If you are not auto approving the Member to Member balance transfers from Settings -> Balance Transfer Settings page, they'll be recorded as pending here. You can either Delete or Allow those pending transfers here. You can also use the search option to search for particular pending request by selecting various parameters. The records will be display fields such as Date, From Member, To Member, Amount, Transferred Amount, Fees, IP Address, Processor, Balance and Status.
Allowing Member to Member Transfer Request
Click on the Action button of the corresponding pending request record and select Allow This Balance Transfer.
Deleting Member to Member Transfer Request
Click on the Action button of the corresponding pending request record and select Delete Transaction.
When a member initiates a balance transfer from one processor to another processor, then it will be displayed here. If you are not auto approving the Internal Balance Transfers from Settings -> Balance Transfer Settings page, they'll be recorded as pending here. You can either Delete or Allow those pending transfers here. You can also use the search option to search for particular pending request by selecting various parameters. The records will be display fields such as Date, Member Id, Amount, Transferred Amount, Fees, From Processor, To Processor, From Balance, To Balance, IP Address and Status.
Allowing Internal Transfer Request
Click on the Action button of the corresponding pending request record and select Allow This Balance Transfer.
Deleting Internal Transfer Request
Click on the Action button of the corresponding pending request record and select Delete Transaction.
You can view the history of Member to Member transfers here. You can also use the search option to search for records using various parameters.
You can also delete member to member transfer history records by clicking on Action -> Delete Balance Transfer History.
You can view the history of Internal Transfers here. You can also use the search option to search for records using various parameters.
You can also delete Internal Transfer history records by clicking on Action -> Delete Balance Transfer History.
