Transfer recurrence
Recurrence creates a programme's transfers on a schedule, without manual creation each period.
Required right (Settings → Roles): Gérer la récurrence.
Monitoring screen
Side menu: Cash Transfers → Recurrence.
The recurrence configuration screen shows:
- counters of automatic, semi-automatic and configured programmes;
- the list of transfers awaiting generation;
- the list of programmes with recurrence configured, with the next planned transfer, the last transfer and the amount.
| Button | Effect |
|---|---|
| Generate all (auto) | Creates all due transfers of programmes in automatic mode |
| Notify | Creates an in-app notification for each pending semi-automatic transfer |
| Generate now | Immediately creates a programme's next transfer |
| Configure | Opens the programme's recurrence configuration |
Configure a programme
| Setting | Values |
|---|---|
| Generation mode | Automatic: the transfer is created on schedule. Semi-automatic: a notification is created and a user generates the transfer |
| Frequency | Monthly, Bimonthly, Quarterly, Half-yearly, Yearly |
| Generation day | Day of the month, 1 to 28 |
| Creation lead time | Days before the transfer start date, 7 by default |
| Inherited settings | Amount per beneficiary, Description, Cycle duration |
The Preview shows the next transfers that would be created: code, name, dates, amount, sequence.
The on/off switch suspends generation without losing the configuration. A link opens the history of the programme's generated transfers.
Generated transfers
A transfer created by recurrence carries the Auto badge in the list. It starts as Planned and then follows the normal flow:
Automatic recurrence is disabled until payment through TELECEL is integrated. The daily task creates no transfer, and Generate all (auto) is refused. Create transfers one by one, or generate a programme's next transfer. The administrator will enable it with the variable TRANSFERTS_RECURRENCE_ACTIVE=1.
The SIG checks recurrence every day at 06:00. Once the creation date is reached (start date minus the creation lead time), it creates the transfer in automatic mode, or sends a notification in semi-automatic mode.
The new transfer inherits the programme's project and the previous transfer's operator account, if that account is still active. Otherwise, choose the operator account before generating payments. No transfer is created for a programme without an amount per beneficiary, nor for an archived project.
Generate all (auto) runs the same check at once, limited to the programmes in your scope.