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The Transfers page lists every bank transfer recorded for the current organization and ledger: TED Out, TED In, and P2P. Use it to filter, inspect, export, and create new transfers.

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Accessing the Transfers page

1

Open Bank Transfer

From the Midaz Module sidebar, expand Bank Transfer.
2

Click Transfers

Select Transfers in the submenu to open the list.
The page header shows the title Transfers and the subtitle View, manage, and track all bank transfers for this organization.

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Header actions

The header has two buttons:
  • Export CSV: downloads up to 5,000 transfers with the current filters.
  • New Transfer: opens the initiate wizard for a new TED Out or P2P. Only users allowed to create transfers see it.

Initiating a Transfer

Step-by-step guide to creating a new transfer.

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Filters

The filter panel is collapsible. Expand it to narrow the list. A toggle button in the filter toolbar switches the sort direction between Newest First and Oldest First. The backend default sets the initial order until you toggle it. The page-size control changes how many rows each page shows. The column visibility menu hides or shows columns. Click Clear filters to reset all filters at once.

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Columns

By default, the table includes:
  • Type: a colored badge (TED Out, TED In, P2P).
  • Amount: transaction amount in the transfer currency.
  • Fee: the fee the plugin applies (may be empty for inbound transfers).
  • Total: amount plus fee (may be empty for inbound transfers).
  • Status: a colored badge for the current state.
  • Reconciliation: the reconciliation status, when the transfer has one.
  • ID: transfer identifier.
  • Date: the creation timestamp.
  • Actions: a kebab menu at the end of each row. Its See details item opens the Transfer Detail page.
To open a transfer, use the Actions menu on its row and click See details.

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Exporting to CSV

Export CSV fetches up to 5,000 transfers under the current filters. It downloads a file named bank-transfers-<date>.csv with one row per transfer, in the order the list shows. When more transfers match, the file keeps the oldest ones and the Console tells you how many it left out. Narrow the filters to export the newer ones. The CSV columns differ from the on-screen table. The file has no counterparty names.

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Empty state

If the list has no transfers and no active filters, the page shows an empty state. The empty state invites you to create the first transfer. If active filters make the list empty, clear them to see all transfers again.