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Payment Cycles

A payment cycle represents a period during which monetary transfers are made to beneficiaries.

Access

Side menu: Monetary Transfers > Cycles

Required permission: transferts.cycles_view

Cycle concept

Each cycle corresponds to a payment period (usually monthly or quarterly) and follows a defined workflow:

Planned → Preparation → Validated → In Progress → Completed → Closed

Cycle list

Displayed columns

ColumnDescription
CodeUnique identifier (e.g.: CYC-2024-001)
NameCycle name (e.g.: January 2024)
ProgramAssociated program
Start datePeriod start date
End datePeriod end date
Amount/benef.Amount per beneficiary
BeneficiariesPlanned / paid count
Total amountTotal planned / paid amount
Execution rateCompletion percentage
StatusCycle status

Cycle statuses

StatusDescriptionColor
PlannedScheduled cycle, not startedGray
PreparationPayment generation in progressBlue
ValidatedApproved, ready for executionGreen
In ProgressPayments being processedOrange
CompletedPayments finishedGreen
ClosedArchived cycleGray

Search and filters

Search for a cycle by:

  • Cycle code
  • Cycle name
  • Program code

Filters

FilterOptions
StatusPlanned, Preparation, Validated, In Progress, Completed, Closed
ProgramList of programs
PeriodStart / end date

Key indicators

For each cycle:

  • Execution rate: % of beneficiaries paid
  • Disbursed amount: Sum of payments made
  • Failed payments: Number of failed transfers

Recurring cycles

Cycles can be generated automatically according to a defined recurrence.

See Cycle recurrence for configuration.

Export

Export the cycle list in:

  • CSV: Text format
  • Excel: .xlsx file
  • PDF: Printable document