Managing Unit Transfers

Cancel, expire, block, and review unit transfers from the Admin Panel.

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.

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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

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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:

1

Find the pending transfer

In the list, look for transfers with Pending: Yes.

2

Open actions

Open the ⋯ (more) menu for the transfer.

3

Activate

Click Activate.

4

Confirm

Confirm the action.

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.

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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:

1

Find the transfer

Locate the transfer in the list.

2

Open actions

Open the ⋯ (more) menu for that row.

3

Cancel

Select Cancel.

4

Confirm

Confirm the action.

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.

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Expire a transfer

Use this when a transfer has an Expires on date and is still active.

1

Find the transfer

Locate an active transfer with an Expires on date.

2

Open actions

Open the ⋯ (more) menu.

3

Expire

Click Expire.

4

Confirm

Confirm the action.

Expired transfers no longer influence available wallet units.

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Block and unblock units

Block units to reserve them (they remain in the balance but cannot be spent).

Block units

1

Open Unit transfers or a member wallet

Go to Unit transfers or open a specific member’s wallet view.

2

Start blocking

Open Actions and choose Block units.

3

Fill in details

Enter the member, wallet, and amount.

4

Confirm

Confirm the action.

Unblock units

To unblock units, cancel the blocked transfer.

1

Find the blocked transfer

Locate a transfer with type/state blocked.

2

Cancel the block

Open the ⋯ (more) menu and select Cancel.

3

Confirm

Confirm the action.

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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:

1

Find the transfer

Select the unit transfer in the list.

2

Open actions

Open the ⋯ (more) menu.

3

Edit custom attributes

Choose Edit custom attributes.

4

Update key-value pairs

Add or update attributes (for example reason: "data correction" or sourceSystem: "CRM").

5

Save

Save your changes.

Custom attributes are useful for tracking business context, reporting insights, or external integrations.

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Bulk actions

You can apply operations to multiple transfers simultaneously using the Actions menu located at the top of the transfer list.

1

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.

2

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.

3

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.

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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.

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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.