Account transfers
Move money between savings accounts, or repay a loan from savings.
Open Account transfers in Institution (or press Ctrl+K and type "account transfer"). You need READ_ACCOUNTTRANSFER to see the list and CREATE_ACCOUNTTRANSFER to post a transfer. Reverse a posted transfer with UNDO_ACCOUNTTRANSFER.
This is the institution-wide transfer catalog. It is not the Repay from savings action on a loan workspace, and not the inward or outward transfer rows on a savings account.
What you can do
The list shows posted transfers. Export downloads the page as CSV or Excel. New transfer opens a four-step wizard: from account, to account, details, review.
Pick the from client first. Fineract fills the office from that client
(the transfer template cannot start from office alone). Then pick account
type (savings or loan) and the account. The to side works the same way.
Amount must be greater than zero. Description is required and at most 200
characters. Dates on screen are ISO yyyy-MM-dd; the banking service
receives them in locale en.
Open a row to see both sides. Undo transfer reverses the posting on both accounts when you have undo permission.
Standing instructions
Recurring transfers use Standing instructions. Run history lives under Organization → Standing instruction history.
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