# Managing Unit Transfers
## Overview
The **Managing Unit Transfers** page lets you take actions on existing unit transfers — whether they were generated by the system or created manually — and inspect detailed history for audit or correction purposes.\
From here, you can cancel, expire, block, or update information attached to unit transfers.
***
## What you can do
From this view or the member’s wallet view, you can:
* **Activate a pending transfer** — make a pending transfer live before its scheduled time
* **Cancel a transfer** — reverse its impact, if possible
* **Expire a transfer** — mark it as expired early when an expiration date exists
* **Block units** — reserve units without deducting balance
* **Unblock units** — cancel a blocked transfer
* **Edit custom attributes** — add or update metadata attached to the transfer
* **Show details** — view complete audit information
* **Run bulk actions** — apply activate, cancel, or expire actions to all filtered transfers
***
### Activate pending transfers
Some unit transfers are created in a **pending** state — meaning they are scheduled and not yet applied to a member’s available balance.
* Pending transfers appear with **Pending: Yes** in the list.
* **Pending transfers do not affect available balance** until activated.
* You can activate a pending transfer manually via the **⋯ (more)** menu when needed.
To activate a pending transfer:
{% stepper %}
{% step %}
**Find the pending transfer**
In the list, look for transfers with **Pending: Yes**.
{% endstep %}
{% step %}
**Open actions**
Open the **⋯ (more)** menu for the transfer.
{% endstep %}
{% step %}
**Activate**
Click **Activate**.
{% endstep %}
{% step %}
**Confirm**
Confirm the action.
{% endstep %}
{% endstepper %}
Activating a transfer makes the units available immediately, overriding the scheduled activation.
This is useful when you need to apply transfers sooner than originally planned.
***
### Cancel a transfer
Canceling removes the effect of a transfer **only if the member still has enough units available to reverse it**.
To cancel a transfer:
{% stepper %}
{% step %}
**Find the transfer**
Locate the transfer in the list.
{% endstep %}
{% step %}
**Open actions**
Open the **⋯ (more)** menu for that row.
{% endstep %}
{% step %}
**Cancel**
Select **Cancel**.
{% endstep %}
{% step %}
**Confirm**
Confirm the action.
{% endstep %}
{% endstepper %}
{% hint style="warning" %}
**Note:** If a transfer has already been **partially spent or used**, and the wallet doesn’t have sufficient free units to reverse it fully, **cancellation may fail**. The system prevents cancellation in such cases to maintain correct balances.
{% endhint %}
***
### Expire a transfer
Use this when a transfer has an **Expires on** date and is still active.
{% stepper %}
{% step %}
**Find the transfer**
Locate an active transfer with an **Expires on** date.
{% endstep %}
{% step %}
**Open actions**
Open the **⋯ (more)** menu.
{% endstep %}
{% step %}
**Expire**
Click **Expire**.
{% endstep %}
{% step %}
**Confirm**
Confirm the action.
{% endstep %}
{% endstepper %}
Expired transfers no longer influence available wallet units.
***
### Block and unblock units
**Block units** to reserve them (they remain in the balance but cannot be spent).
#### Block units
{% stepper %}
{% step %}
**Open Unit transfers or a member wallet**
Go to *Unit transfers* or open a specific member’s wallet view.
{% endstep %}
{% step %}
**Start blocking**
Open **Actions** and choose **Block units**.
{% endstep %}
{% step %}
**Fill in details**
Enter the member, wallet, and amount.
{% endstep %}
{% step %}
**Confirm**
Confirm the action.
{% endstep %}
{% endstepper %}
#### Unblock units
To **unblock units**, cancel the blocked transfer.
{% stepper %}
{% step %}
**Find the blocked transfer**
Locate a transfer with type/state **blocked**.
{% endstep %}
{% step %}
**Cancel the block**
Open the **⋯ (more)** menu and select **Cancel**.
{% endstep %}
{% step %}
**Confirm**
Confirm the action.
{% endstep %}
{% endstepper %}
***
### Edit custom attributes
**Custom attributes** let you attach extra metadata to a unit transfer — like reasons, external references, or internal tags — without affecting core fields.
To edit custom attributes:
{% stepper %}
{% step %}
**Find the transfer**
Select the unit transfer in the list.
{% endstep %}
{% step %}
**Open actions**
Open the **⋯ (more)** menu.
{% endstep %}
{% step %}
**Edit custom attributes**
Choose **Edit custom attributes**.
{% endstep %}
{% step %}
**Update key-value pairs**
Add or update attributes (for example `reason: "data correction"` or `sourceSystem: "CRM"`).
{% endstep %}
{% step %}
**Save**
Save your changes.
{% endstep %}
{% endstepper %}
Custom attributes are useful for tracking business context, reporting insights, or external integrations.
***
### Bulk actions
You can apply operations to multiple transfers simultaneously using the **Actions** menu located at the top of the transfer list.
{% stepper %}
{% step %}
**Filter the list (Crucial Step)**
Before triggering a bulk action, you **must** refine your view. Since mass actions apply to the entire filtered result set, precision is key to avoiding unintended changes.
* **Establish a Point of Reference:** Use specific criteria to isolate your target data. Common anchors include a specific **Date Range**, a unique **Campaign Name**, or a **Member ID**.
* **Verify the Count:** Always check the total record count after filtering to ensure it matches your expectations before proceeding.
{% endstep %}
{% step %}
**Run an action**
Click the **Actions** button and select the required operation:
* **Activate filtered transfers**: Moves all pending transfers to an active state.
* **Cancel filtered transfers**: Cancels all transfers within the filtered parameters.
* **Manage filtered transfers**: Opens a detailed menu to adjust expiration settings for the filtered set:
* *Expire units transfers immediately:* Forces an instant expiration.
* *Expire units transfers on a chosen date:* Sets a custom expiration date/time that overrides default rules.
* *Do not expire:* Disables expiration for the selected records.
{% endstep %}
{% step %}
**Confirm and Audit**
After selecting an action, you can add an optional **comment** to the action for the audit trail. Once you click **Confirm** (or **Adjust expiration**), the system will process the changes in the background.
* **Tracking**: You can monitor the progress and history of these tasks in the **Mass Actions Log** located under **Imports/Exports.**
{% endstep %}
{% endstepper %}
***
## Unit transfer types and states
Common types you’ll see in the list include:
* `adding` — units added
* `spending` — units spent
* `blocked` — units reserved
* `expired` — units that have expired
* `p2p_adding` / `p2p_spending` — peer-to-peer moves
Understanding the type helps interpret the event and decide which action (like cancel or expire) is appropriate.
***
## Tips
* When editing custom attributes, use clear key names and descriptive values for easier reporting and audit trails.
* Always filter before running bulk actions to avoid unintended changes.
* If cancellation fails, check whether the member’s wallet still has enough available units to cover the reversal.
---
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