Transfers
A transfer groups the payments made to the beneficiaries of a programme for a given period (for example "January 2026 payment").
Payments to community caregivers do not go through this screen. They are managed in Caregivers → Payment cycles (see Payment tracking).
Access
Side menu: Cash Transfers → Transfers.
Required rights (Settings → Roles, labels as shown on screen): Consulter les cycles to see the list, Créer des cycles to create, Valider les cycles to validate.
You only see the transfers of the projects your institution and your account are attached to.
Life cycle
Planned → Preparation → Validated → In progress → Completed
| Status | Meaning | What moves it forward |
|---|---|---|
| Planned | Transfer created, no payments | Generate payments |
| Preparation | Payments generated, to be checked | Validation (quick or multi-level) |
| Validated | Ready to be sent to the operator | Export of the ST file |
| In progress | ST file handed over, payments in progress at the operator | Import of the CT file |
| Completed | No payment left in progress | – |
| Rejected | Refused during multi-level validation | Correction and new submission |
The status filter also offers Closed.
No operator API is connected to the SIG. Payments leave as an ST file (generated by the SIG and handed to the operator) and their results come back as a CT file (returned by the operator). Executing payments directly from the SIG awaits the TELECEL integration.
Transfer list
Indicators
Total transfers, active transfers, planned beneficiaries, total planned amount.
Search and filters
- Search by code, name or programme.
- Project and Status filters.
- Advanced filters: period, amount (FCFA), number of beneficiaries.
Cards
Each card shows the code, name, programme, dates, number of beneficiaries and amounts.
- The Auto badge marks a transfer created by recurrence.
- The archived-project (read-only) badge marks a transfer of an archived project (PRSSB): it can be viewed but no longer changed.
Actions
- New transfer: see Create a transfer.
- Validate: shown on a transfer in Preparation; moves it straight to Validated (right Valider les cycles).
- Export: list as CSV, Excel or PDF.
- Clicking a card opens the transfer detail page.
Transfer detail page
Three views
V1 Hierarchical (default), V2 Operational and V3 Narrative present the same information in different ways.
Quick actions
| Action | Effect |
|---|---|
| Generate payments | Creates one payment per active beneficiary of the programme. See Generate payments |
| Add new beneficiaries | Adds the beneficiaries who appeared since generation |
| Transfer letter | Official letter to the operator, per operator account. Sent by e-mail or printed |
| Advanced export | ST file for the operator or internal Excel. See Payment export |
| Import reconciliation | Import of the CT file returned by the operator. See Reconciliation |
| Justification report | Summary of the transfers made |
The transfer's operator account is changed by clicking its name.
Multi-level validation
The Multi-level validation block tracks the two required levels: RAF, then Coordinator. See Transfer validation.
Payments
| Status | Meaning |
|---|---|
| Pending | Generated, not yet sent |
| In progress | Included in an ST file handed to the operator |
| Executed | Confirmed paid by the CT file |
| Failed | Refused by the operator |
Documents
The Documents panel keeps the transfer's supporting files (right Gérer les documents des cycles): transfer letter, payment order, validation minutes, beneficiary list, reconciliation report, payment certificate, slip, other. Formats: PDF, JPG, PNG, Excel, up to 10 MB.
Payments screen
The payments screen of the Cash Transfers menu lists the payments of a transfer chosen in a selector: indicators (beneficiaries, planned amount, paid amount, count per status), status filter, search, and the detail of each payment (beneficiary, operator, internal and external references, operator response).
On this screen, executed payments are labelled "Paid".