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

# Managing Transfers

> Browse, filter, and export bank transfers from the Transfers list.

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.

## Accessing the Transfers page

***

<Steps>
  <Step title="Open Bank Transfer">
    From the Midaz Module sidebar, expand **Bank Transfer**.
  </Step>

  <Step title="Click Transfers">
    Select **Transfers** in the submenu to open the list.
  </Step>
</Steps>

The page header shows the title **Transfers** and the subtitle *View, manage, and track all bank transfers for this organization*.

## 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.

<Card title="Initiating a Transfer" icon="paper-plane" horizontal href="/en/rails/ted/console/bt-initiating-a-transfer">
  Step-by-step guide to creating a new TED Out.
</Card>

## Filters

***

The filter panel is collapsible. Expand it to narrow the list.

| Filter     | Values                                                                                       |
| ---------- | -------------------------------------------------------------------------------------------- |
| Type       | All Types, TED Out, TED In, P2P                                                              |
| Status     | All Statuses, Created, Received, Pending, Processing, Completed, Failed, Rejected, Cancelled |
| Start Date | Date picker; transfers created on or after this date.                                        |
| End Date   | Date picker; transfers created on or before this date.                                       |
| Min Amount | Numeric input; includes transfers with amount equal to or above.                             |
| Max Amount | Numeric 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.

## 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](/en/rails/ted/console/bt-checking-transfer-details).

To open a transfer, use the **Actions** menu on its row and click **See details**.

## 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:

| Column     | Notes                                |
| ---------- | ------------------------------------ |
| ID         | Transfer identifier.                 |
| Type       | TED Out, TED In, or P2P.             |
| Status     | Current transfer status.             |
| Amount     | Transfer amount.                     |
| Currency   | Defaults to BRL when not set.        |
| Sender     | The sender account holder's name.    |
| Recipient  | The recipient account holder's name. |
| Created At | Creation timestamp.                  |
| Updated At | Last-update timestamp.               |

<Note>
  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.
</Note>

## 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.