Listing Beneficiaries
View a list of beneficiaries in the Client Portal.
You can view a beneficiary right from the Client Portal by logging in and going to Disburse > Beneficiaries.
Sign in as described in Accessing the Client Portal and navigate to Disburse > Beneficiaries.
The Beneficiaries page appears.
Modify the display by doing the following:
To add or remove columns, click the Choose Columns icon at the top right. The icon has three vertical bars. On the Choose Columns panel, select the columns you want to appear on screen and click Apply.
To change the column order, grab a column header and drag it to a new position.
To sort the list, hover over a column header. Click the header. An arrow indicates the sort direction. To change the direction, click the header again.
Other things you can do:
To filter the list, click the Search field at the top. Suggested filters appear. Select a filter and type a value, or type a free text string. Then click the magnifying glass icon.
To clear a filter, delete the text in the Search field and click the magnifying glass icon.
To apply an advanced filter, click the Filter icon at the top right. In the Filter window, select a field and a condition, and enter a value. To define an additional filter, click + Add Filter and fill in the field, condition, and value. Then click Apply.
To clear an advanced filter, close the filter description.
To clear all advanced filters, click Clear All.
To view additional columns, move the horizontal scroll bar at the bottom of the page.
To scroll through the lines of the table, move the vertical scroll bar at the right side of the page.
Description of Fields
The following table describes the fields in the Beneficiaries page.
Field | Description |
Name | Full name of the beneficiary. |
Country | The country of the beneficiary. |
Currency | Three-letter ISO 4217 code for the currency used in the Amount field. |
Entity Type | Entity of the beneficiary either individual or business. |
Beneficiary ID | Unique identification number of the beneficiary. |
Created At | Date and time of creation of the payment. |
Payout Category | The category of the payout method type: bank or ewallet. |
Payout Method Type | The specific type of payout method under the payout category. |
Reference ID | Unique identifier for the sender. |