Create a Payment Cycle

This page explains how to create a new payment cycle.

Access

1. Side menu: Monetary Transfers > Cycles
2. Click on New cycle

Required permission: transferts.cycles_create

Creation form

General information

Field	Type	Description
Name *	Text	Descriptive name (e.g.: "January 2024")
Program *	List	Associated program
Description	Text	Optional description

Period

Field	Type	Description
Start date *	Date	First day of the period
End date	Date	Last day of the period

Amounts

Field	Type	Description
Amount per beneficiary *	Number	Unit transfer amount

The default amount is 15,000 FCFA but can be modified.

Creation steps

1. Fill in the form
2. Verify the information
3. Click on Create

The cycle is created with the Planned status.

Automatic code

A unique code is automatically generated in the format:

CYC-YYYY-NNN

Example: CYC-2024-001

After creation

The new cycle appears in the list. The next steps are:

1. Generate payments: Calculate payments for each beneficiary
2. Submit for validation: Send for approval
3. Validate: Approve the cycle
4. Execute: Launch the transfers

Create from an existing cycle

To duplicate a cycle:

1. Open the existing cycle
2. Click on Duplicate
3. Modify the dates and information
4. Save

The parameters are copied but not the payments.

Automatic recurring cycles

To create cycles automatically:

1. Go to Cycles > Recurrence
2. Configure the frequency (monthly, quarterly)
3. Define the amount and program
4. Activate the recurrence

Cycles will be created automatically according to the schedule.

Best practices

Naming

Use explicit names:

• "Transfer January 2024"
• "Q1 2024 - Family Program"
• "Cycle 12 - December"

Planning

• Create cycles in advance
• Allow time for validation
• Coordinate with payment operators