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<div class="docslinkbox">
  <li>[[Balance Transfer Settings#Member_to_Member_Transfer|Member to Member Transfer]]</li>
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  <div class="docstitle">Contents</div>
  <li>[[Balance Transfer Settings#Internal_Transfer|Internal Transfer]]</li>
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  <div class="docslink">
</ul>
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  <ul>
<div id="Member_to_Member_Transfer">Member to Member Transfer Content Here</div>
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  <li>[[Balance Transfer Settings#Member_to_Member_Transfer|Member to Member Transfer]]</li>
<div id="Internal_Transfer">Internal Transfer Content Here</div>
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  <li>[[Balance Transfer Settings#Internal_Transfer|Internal Transfer]]</li>
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  </ul>
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  </div>
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</div>
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<div class="subtitle">Balance Transfer Settings - Settings / Balance Transfer Settings</div>
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<p>You can set the Balance Transfer Settings from here.</p>
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<div class="subtitle" id="Member_to_Member_Transfer">Member to Member Transfer</div>
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<div class="docs">
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  <ul>
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    <li style="list-style: none;">
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      <ul>
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<li><b>Enable Member to Member Balance Transfer : </b>Members can transfer balance to another member only if you enable this feature from here.</li>
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<li><b>Auto Approval : </b>Choose whether the member to member balance transfers will be auto approved by default or should they be kept as pending first and occur only if/when you allow them from <b>Finance -> Balance Transfer -> Member to Member Pending Requests</b> page</li>
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<li><b>Minimum Balance Transfer Limit ($) :* </b>Member cannot transfer amount less than the amount you specify here. This must be <b>More Than Admin Fees </b>you specify below as fees is deducted from the specified amount.</li>
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<li><b>Maximum Balance Transfer Limit ($) :* </b>Member cannot transfer amount more than the amount you specify here.</li>
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<li><b>Admin Fees :* </b>Admin Fees will be charged for each transaction. It will be deducted from the transaction amount. You can specify the admin fees in Percentage (%) or Dollar ($).</li>
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<li><b>Balance : </b>Choose the Balance(s) that you wish to transfer. There are 4 options for this: Cash, Re-purchase, Earning and Commission. </li>
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      </ul>
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    </li>
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  </ul>
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</div>
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<div class="subtitle" id="Internal_Transfer">Internal Transfer</div>
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<div class="docs">
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  <ul>
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    <li style="list-style: none;">
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      <ul>
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<li><b>Enable Internal Balance Transfer : </b>Members can transfer balance internally only if you enable this feature from here.</li>
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<li><b>Auto Approval : </b>Choose whether the internal balance transfers will be auto approved by default or should they be kept as pending first and occur only if/when allow them from <b>Finance -> Balance Transfer -> Internal Transfer Pending Requests </b>page.</li>
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<li><b>Admin Fees :* </b>Admin Fees will be charged for each transaction. It will be deducted from the transaction amount. Admin Fees can be specified in Percentage (%) or Dollar ($).</li>
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<li><b>Minimum Balance Transfer Limit ($) :* </b>Member cannot transfer amount less than the amount you specify here. This must be <b>more than admin fees </b>you specify below as fees is deducted from the specified amount.</li>
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<li><b>Maximum Balance Transfer Limit ($) :* </b>Member cannot transfer amount more than the amount you specify here.</li>
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<li><b>From Balance Type :* </b>Choose the types of balances <b>from which </b>members can transfer balance to other balances types.</li>
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<li><b>To Balance Type :* </b>Choose the types of balances <b>to which</b> members can transfer balance from other balances types.</li>
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      </ul>
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    </li>
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  </ul>
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</div>
  
 
[[Category:Settings]]
 
[[Category:Settings]]

Revision as of 13:16, 7 May 2015

Balance Transfer Settings - Settings / Balance Transfer Settings

You can set the Balance Transfer Settings from here.

Member to Member Transfer
    • Enable Member to Member Balance Transfer : Members can transfer balance to another member only if you enable this feature from here.
    • Auto Approval : Choose whether the member to member balance transfers will be auto approved by default or should they be kept as pending first and occur only if/when you allow them from Finance -> Balance Transfer -> Member to Member Pending Requests page
    • Minimum Balance Transfer Limit ($) :* Member cannot transfer amount less than the amount you specify here. This must be More Than Admin Fees you specify below as fees is deducted from the specified amount.
    • Maximum Balance Transfer Limit ($) :* Member cannot transfer amount more than the amount you specify here.
    • Admin Fees :* Admin Fees will be charged for each transaction. It will be deducted from the transaction amount. You can specify the admin fees in Percentage (%) or Dollar ($).
    • Balance : Choose the Balance(s) that you wish to transfer. There are 4 options for this: Cash, Re-purchase, Earning and Commission.
Internal Transfer
    • Enable Internal Balance Transfer : Members can transfer balance internally only if you enable this feature from here.
    • Auto Approval : Choose whether the internal balance transfers will be auto approved by default or should they be kept as pending first and occur only if/when allow them from Finance -> Balance Transfer -> Internal Transfer Pending Requests page.
    • Admin Fees :* Admin Fees will be charged for each transaction. It will be deducted from the transaction amount. Admin Fees can be specified in Percentage (%) or Dollar ($).
    • Minimum Balance Transfer Limit ($) :* Member cannot transfer amount less than the amount you specify here. This must be more than admin fees you specify below as fees is deducted from the specified amount.
    • Maximum Balance Transfer Limit ($) :* Member cannot transfer amount more than the amount you specify here.
    • From Balance Type :* Choose the types of balances from which members can transfer balance to other balances types.
    • To Balance Type :* Choose the types of balances to which members can transfer balance from other balances types.