Transfers

Transfers lists internal movements where funds shift between two savings accounts, recording the paired debit and credit legs. Use it to review account-to-account transfers, confirm both legs posted correctly and resolve transfer queries.

Workflow

Open Savings > Transactions > Transfers.
Filter by date or account to locate a transfer.
Open the record to confirm both the source debit and destination credit.
Verify the amounts net to zero across the two legs.
Raise a reversal if a transfer was posted in error.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Reversal Transaction `reversed_id`	Link → mfi.savings.transaction	—	The reversal transaction that reversed this one
Reversal Of `reversal_of_id`	Link → mfi.savings.transaction	—	The original transaction this reversal undoes
Reversal Direction `reversal_direction`	Choice: Credit (Money In), Debit (Money Out)	—	For reversal transactions: whether this added or removed money
Transfer Ref `transfer_id`	Text	—	Shared identifier linking transfer_out and transfer_in legs.
FX Details `fx_note`	Text	—	If cash was received in a different currency from the account currency.
Account `account_id`	Link → mfi.savings.account	Yes	Account
Type `transaction_type`	Choice: Deposit, Withdrawal, Interest Posting, Fee/Charge, Transfer In, Transfer Out, Loan Auto-Debit, Dividend Credit	Yes	Type
Amount `amount`	Money	Yes	Amount
Date `transaction_date`	Date	Yes	Date
Status `state`	Choice: Draft, Posted, Reversed	Yes	Status
Has Message `has_message`	Yes/No	—	Has Message
Member `member_id`	Link → mfi.member	—	Member
Phone `member_phone`	Text	—	Phone
ID Number `member_id_number`	Text	—	ID Number
Branch `branch_id`	Link → mfi.branch	—	Branch
Currency `currency_id`	Link → res.currency	—	Currency
Company `company_id`	Link → res.company	—	Company
Is Credit `is_credit`	Yes/No	—	Is Credit
Running Balance `running_balance`	Money	—	Running Balance
Value Date `value_date`	Date	—	Value Date
Reference `reference`	Text	—	Reference
Receipt No. `receipt_number`	Text	—	Receipt No.
Channel `channel_id`	Link → mfi.loan.repayment.channel	—	Channel
Mobile Number `mobile_number`	Text	—	Mobile Number
Bank Reference `bank_reference`	Text	—	Bank Reference
Processed By `received_by`	Link → res.users	—	Processed By
Notes `notes`	Long text	—	Notes
Teller Commission `teller_commission`	Money	—	Teller Commission
Voucher No. `voucher_number`	Text	—	Voucher No.
Voucher Required `voucher_required`	Yes/No	—	Voucher Required
Teller `teller_id`	Link → res.users	—	Teller
Journal Entry `move_id`	Link → account.move	—	Journal Entry

Actions & buttons

Buttons available on this screen and what they do:

Post Transaction
Reverse Transaction
Print Receipt

Status lifecycle

Records on this screen move through these statuses:

Draft → Posted → Reversed

Notes & rules

mfi.savings.transaction filtered to transfer movements.
Each transfer pairs a debit on the source with a credit on the destination.
Both legs share a common reference for traceability.

Technical model: mfi.savings.transaction · Record: Savings Transaction