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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 search, 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

Two buttons are available in the header:
  • Export CSV — downloads up to 200 of the most recent transfers using the current filters.
  • New Transfer — opens the initiate wizard for a new TED Out.

Initiating a Transfer

Step-by-step guide to creating a new TED Out.

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Filters

The filter panel is collapsible. Expand it to narrow the list.
FilterValues
TypeAll Types, TED Out, TED In, P2P
StatusAll Statuses, Created, Received, Pending, Processing, Completed, Failed, Rejected, Cancelled
Start DateDate picker; transfers created on or after this date.
End DateDate picker; transfers created on or before this date.
Min AmountNumeric input; includes transfers with amount equal to or above.
Max AmountNumeric input; includes transfers with amount equal to or below.
A toggle button in the filter toolbar switches the sort direction between Newest First and Oldest First. The initial order is determined by the backend default until you toggle. Use the page-size control to change how many rows are shown per page, and the column visibility menu to hide or show columns. Click Clear filters to reset all filters at once.

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Columns

By default, the table includes:
  • Type — shown as a colored badge (TED Out, TED In, P2P).
  • Amount — transaction amount in the transfer currency.
  • Fee — fee applied by the plugin (may be empty for inbound transfers).
  • Total — amount plus fee (may be empty for inbound transfers).
  • Status — colored badge reflecting the current state.
  • ID — transfer identifier.
  • Date — the creation timestamp.
  • Actions — a kebab/dropdown menu at the end of each row with a See details item that 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

Clicking Export CSV triggers a fresh fetch (up to 200 transfers under the current filters) and downloads a file named bank-transfers-<date>.csv with one row per transfer. Export runs against the filtered set, so narrow the filters first if you need a subset. The CSV columns differ from the on-screen table — it carries the full transfer record rather than the display-oriented view:
ColumnNotes
IDTransfer identifier.
TypeTED Out, TED In, or P2P.
StatusCurrent transfer status.
AmountTransfer amount.
CurrencyDefaults to BRL when not set.
SenderThe sender account holder’s name.
RecipientThe recipient account holder’s name.
Created AtCreation timestamp.
Updated AtLast-update timestamp.
The CSV does not include the Fee and Total columns shown in the on-screen table. The export is also capped at 200 rows per run — for larger datasets, apply filters (for example by date range or status) and run multiple exports.

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Empty state

If the list has no transfers and no filters are applied, the page shows an empty state inviting you to create the first transfer. If the list is empty because of active filters, clear them to see all transfers again.