Organization

Standing instruction history

Runs of standing instructions — successful transfers and failures.

Open Standing instruction history in Organization (or press Ctrl+K and type "standing instruction history"). You need READ_STANDINGINSTRUCTION. Create and edit instructions under Institution → Standing instructions.

This list is every run of a standing instruction in the date range you choose — not the instruction itself. A failed run shows the error Fineract returned.

What you can do

Filters narrow by client name, transfer type (from the standing instruction template), and executed date range. Export downloads the filtered runs as CSV or Excel. Open a row to see the instruction and its associated transfers.

This is not Account transfers (one-off postings) and not the associated-transfers grid on an instruction.

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