Beneficiary Details

The beneficiary record displays all information and payment history.

Access

1. Side menu: Cash Transfers > Beneficiaries
2. Click on a beneficiary

Displayed information

Header

• Beneficiary name (household head)
• Household code
• Status (active/inactive)
• Enrollment date

Identity Section

Field	Description
Full name	Household head name
Sex	Male / Female
Age	Head's age
Phone	Contact number
Identity document	Type and number

Payment Section

Field	Description
Payment method	Mobile Money, Bank, Manual
Mobile Money number	Number for MM transfers
Bank account	IBAN or account number
Operator	Orange, Free, Wave, etc.

Household Section

Link to the household record with:

• Geographic location
• Household composition
• PMT score and category

Program Section

• Program membership(s)
• Enrollment date
• Expected monthly amount

Payment history

Chronological table of transfers:

Column	Description
Cycle	Payment cycle name
Date	Payment date
Amount	Transferred sum
Status	Paid, Pending, Failed
Method	Payment channel used

Filter history

• By period (date from/to)
• By payment status
• By cycle

Payment statistics

• Total received: Sum of all payments
• Number of payments: Number of transfers received
• Last payment: Date of the last transfer

Available actions

Edit payment information

1. Click Edit
2. Update the Mobile Money number or bank account
3. Save

Required permission: transferts.beneficiaires_edit

Change payment method

1. Click Edit
2. Select the new method
3. Enter the account information
4. Save

Suspend a beneficiary

1. Click Suspend
2. Select the reason:
   • Non-compliance with conditionalities
   • Death of household head
   • Relocation
   • Other
3. Add a comment
4. Confirm

The beneficiary changes to Inactive status and no longer receives payments.

Reactivate a beneficiary

1. Click Reactivate
2. Confirm

The beneficiary returns to Active status.

Graduate a beneficiary

Graduation marks the definitive exit from the program.

1. Click Graduate
2. Complete the graduation assessment
3. Confirm

See Graduation for more details.

Documents

List of associated documents:

• Identity documents
• Certificates
• Supporting documents

Click on a document to view or download.

Conditionalities monitoring

If the program has conditionalities:

• Verification history
• Compliance status
• Next scheduled verification

Change history

Log of changes:

• Information modifications
• Status changes
• Actions performed

Each entry indicates the date, user, and details.