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Documentation

Listing Senders

View a list of senders in the Client Portal.

You can view a sender by logging in to the Client Portal and going to Disburse > Senders.

  1. Sign in as described in Accessing the Client Portal and navigate to Disburse > Senders.

    The Senders page appears.

    listing-senders-flow-1.png
  2. 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.

  3. 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 Senders page.

Field

Description

Name

Full name of the sender.

Country

The country of the sender.

Currency

Three-letter ISO 4217 code for the currency used in the Amount field.

Entity Type

Entity of the sender either individual or business.

Sender ID

Unique identification number of the sender.

Created At

Date and time of creation of the sender.

Reference ID

Unique identifier for the sender.