> ## Documentation Index
> Fetch the complete documentation index at: https://developers.uqpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transfer (Transfer / Payment List)

> The Transfer page in the merchant dashboard (left nav Transfer -> /transfer), where you view all transfers sent to recipients, filter by status/date/recipient/currency/amount, view a transfer's details, export for reconciliation, and start a New transfer from here.

## What this is

This is the main page of the **Transfer** module in the merchant dashboard (click **Transfer** directly in the left nav; the page heading reads "Transfer", subtitle "Send transfers to recipients worldwide"). It's the top-level entry point for money movement, listing every transfer (payment) you've sent to recipients. Here you check each transfer's status, amount, recipient, and time; filter to find what you need; view a single transfer's details; export for reconciliation; and click **New transfer** in the top right to make a new payment. Use this page whenever you want to check a transfer's progress, look up a payment, or send money to a recipient.

Under **Transfer** in the left nav there's also a sub-item **Recipients** (manage recipients/beneficiaries) — see the Recipients page.

## Steps

Open the transfer list:

1. Click **Transfer** in the left nav.
2. The list shows all your transfer records by default, ordered by creation time.

Filter and search (top toolbar):

1. **Date**: choose a preset range (**All time / Last 7 days / Last 30 days / Last 90 days / This year**) or a custom start/end date.
2. **Recipient**: search by recipient name.
3. **Amount**: filter by **Specific amount**, **At least...**, or **No more than...**.
4. **Status**: filter by transfer status (**All status / Pending / Ready to send / Completed / Failed / Rejected / Cancelled**).
5. **Currency**: filter by currency.
6. **Reference**: search a single transfer by its reference ID.
7. Applied filters appear as tags under **Filtered by**; click the **x** on a tag to remove it, or **Clear all** to reset.

> A house/master account also sees a few advanced filters: **Status type** (**Normal (payout) / Reverse (payout)**), **Scope** (**House Account / Clients Account**), **Account ID**, and a **Payment currency / Receiving currency** split.

View a single transfer's details: click any row to open the **Transfer details** panel on the right, showing that transfer's full information (amount, recipient, bank account, timeline, etc. — see below).

Start a new transfer: click **New transfer** in the top right to open the transfer form, then fill in recipient, amount, payer, and transfer details step by step. See the New Transfer page for the full flow.

Export for reconciliation: click **Export** in the toolbar to generate a transfer reconciliation report (shows "Export started"). You can also check rows via the table checkboxes and click **Export selected** to export just those records.

## Fields and statuses

**Stat bar** (above the list):

| Metric     | Meaning (merchant view)                                 | Notes                                 |
| ---------- | ------------------------------------------------------- | ------------------------------------- |
| Total sent | Total amount of transfers sent in the selected currency | Only shown when filtering by currency |
| Transfers  | Total number of transfer records                        |                                       |
| Pending    | Number of transfers currently pending                   |                                       |
| Failed     | Number of failed transfers                              |                                       |

> The stat bar is display-only — clicking it doesn't apply a filter. Click **Show chart / Hide chart** to expand a trend chart of daily transfer counts over the last 3 months (or daily transfer amounts, when filtering by currency).

**List columns:**

| Column         | Meaning (merchant view)                                             | Notes           |
| -------------- | ------------------------------------------------------------------- | --------------- |
| Reference      | This transfer's reference ID                                        | Copyable inline |
| Status         | The transfer's current status, see below                            |                 |
| Date           | The transfer's creation date                                        |                 |
| Recipient      | The recipient's name                                                |                 |
| You pay        | The amount and currency you actually paid (payment currency)        |                 |
| Recipient gets | The amount and currency the recipient received (receiving currency) |                 |

**Transfer status:**

| Status        | Meaning                                                |
| ------------- | ------------------------------------------------------ |
| Pending       | The transfer has been submitted and is being processed |
| Ready to send | The transfer is ready and can be sent                  |
| Completed     | The transfer is complete and funds have been sent      |
| Failed        | The transfer failed                                    |
| Rejected      | The transfer was rejected                              |
| Cancelled     | The transfer was cancelled                             |

**Transfer details panel fields**: Transaction Overview, create date, payment method, purpose, transfer reference, payment amount, transfer fee, total amount, exchange rate; Recipient Information (type, country, address); Bank Account Details (account currency, bank country, account holder name, account number, SWIFT/BIC code, bank name, bank address); Attachments; Timeline (order submitted → processing → order completed / order rejected / order failed). You can click **Download receipt** in the top right of the panel.

## Edge cases and troubleshooting

* **List shows "No transfers yet"**: this account has no transfer records yet — the hint reads "Transfers will appear here once activity begins." Click **New transfer** to send your first one.
* **Filters return "No transfers match your filters"**: nothing matches the current filters — the hint reads "Try adjusting your filter criteria." Click **Clear filters** or **Clear all** and try again.
* **Can't see the "New transfer" button**: making a transfer requires the corresponding permission — if the button doesn't appear in the top right, your account hasn't been granted permission to initiate transfers. Contact your admin or account manager to get access.
* **Wanting to cancel a transfer**: use that row's **...** menu and choose **Cancel transfer**; this also requires permission to initiate/operate transfers, or it won't show.
* **"Banking session expired. Please sign in again to load real transfer data."**: your session has expired — sign in again to load real transfer data.
* **The reference only shows part of the ID**: the list shows a shortened reference; click the row's copy button to copy the full value.

## Common questions (Q\&A)

* **Q: Where do I see my transfer / payment records?** A: Click **Transfer** in the left nav — the list shows all your transfer records.
* **Q: How do I send money to a recipient / make a transfer?** A: Click **New transfer** in the top right of the transfer list, then fill in recipient, amount, payer, and transfer details step by step.
* **Q: Why don't I have a "New transfer" button?** A: Making a transfer requires the corresponding permission, which your account may not have been granted — contact your admin or account manager to get access.
* **Q: What statuses can a transfer have?** A: Pending, Ready to send, Completed, Failed, Rejected, Cancelled.
* **Q: What does "Ready to send" mean?** A: This transfer is ready and can be sent, but hasn't completed yet.
* **Q: What's the difference between "You pay" and "Recipient gets"?** A: You pay = the amount you actually pay in the payment currency; Recipient gets = the amount the recipient receives in the receiving currency; the two differ due to exchange rate and fees.
* **Q: How do I find a transfer by recipient / reference?** A: Use the toolbar's **Recipient** search by name, or **Reference** search by reference ID.
* **Q: How do I filter by date or currency?** A: The toolbar's **Date** filter offers ranges (including last 7/30/90 days, this year, or custom) and **Currency** filters by currency.
* **Q: How do I view a transfer's details / recipient bank information?** A: Click the row — the **Transfer details** panel on the right shows amount, recipient, bank account, exchange rate, timeline, and more, and lets you download a receipt.
* **Q: How do I export transfers for reconciliation?** A: Click **Export** in the toolbar to generate a reconciliation report, or check rows and click **Export selected**.
* **Q: How do I cancel a transfer?** A: Use that transfer row's **...** menu and choose **Cancel transfer**; this requires permission to operate transfers.
* **Q: How do I add or manage recipients?** A: That's on the **Transfer > Recipients** page.
* **Q: What stage is this transfer at / when will it arrive?** A: That's specific to an individual transfer's real-time progress — check the status and timeline in the **Transfer details** panel; this material doesn't provide conclusions for individual cases.