Business Accounts supports organisation wide management and viewing of transfers. From one page, every completed, pending and failed transfer to any destination is available.
This article explains where transfer information is located, how to interpret transfer statuses and alert banners, view your transfer history, and recover from common issues.
Before you begin: you must have view transfer permissions granted by your organisation administrator.
View your transfers
- In the left sidebar, click the Business Accounts item. The section expands to show links to your favourited accounts and a Show all link
- Click the Transfers tab at the top of the page to view your transfer history.
- Stay on Transfers to view individual transfer history or click the Batch transfers tab to view batch transfer history.
If you are trying to create a new transfer, see How do I create a transfer?.
Transfers tab in Business Accounts
The Transfers sub-page shows individual transfer history across your organisation. This is shown in a table with the following columns:
- Transfer Date: expected execution date
- From account: source of transfer funds
- Recipient: destination for transfer funds
- Reference: visible to the recipient
- Status: current transfer state. See Transfer statuses for more information
- You pay: expected funds leaving the source account. This amount could fluctuate with the exchange rate if a transfer is pending approval. Click the transfer for more details.
- Recipient gets: expected funds arriving in the destination account. This amount could fluctuate with the exchange rate if a transfer is pending approval. Click the transfer for more details
On this page, certain actions are available for changing views and finding transfer information:
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More transfer information: click on a transfer row to view more detailed information from the transfer and perform certain actions. Depending on the transfer, available actions include:
- Download confirmation: sometimes hidden behind a three dot icon (⋯), confirmation files as a PDF can be downloaded as transfer proof. This is not available for cancelled or failed payouts.
- RFI related status: click to see the current status of RFI processing or provide requested information
- View full page: redirect to the comprehensive individual transfer page where you can find the timeline history and further information
- Cancel / edit transfer: available before the transfer has been sent
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Filters are available for easier viewing:
- Date: selectable by creation, transfer or last updated date
- Status: all transfer statuses (see Transfer statuses for more information)
- RFI status: Airwallex or other banking partners may require additional information to process your transfer (see Transfer statuses for more information)
- Source currency: fund currency deduced from source account
- From account: source of transfer funds
- Free text search is available to find specific transfers.
- Transfers can be exported by clicking the Export transfers button, shown as a downward arrow icon only. All transfers will be exported regardless of selected options
- Select all and per-row checkboxes can be used to select multiple transfers for bulk actions, e.g. downloading transfer confirmations
Batch transfers page in Business Accounts
The Batch transfers sub-page shows all batch transfer history across your organisation. This is shown in a table with the following columns:
- Transfer date: expected execution date
- Batch name: name of the batch
- From account: source of batch transfer funds
- Status: where the batch is in the processing lifecycle (see Transfer statuses for more information)
- Count: number of individual transfers within the batch
- Total amount: total value of the batch. If multiple currencies are being sent in one batch, click on the amount to see a breakdown
On this page, certain actions are available for changing views and finding more batch transfer information:
- More batch transfer information: click on a batch transfer row to view the detailed summary. Timelines, individual transfers, status and pending approvals are all visible here. Batch transfers that have not been dispatched can be recalled from this screen
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Filters are available for easier viewing:
- Date: selectable by creation, transfer or last updated date
- Status: all transfer statuses (see Transfer statuses for more information)
- RFI status: Airwallex or other banking partners may require additional information to process your transfer (see Transfer statuses for more information)
- Source currency: fund currency deduced from source account
- From account: source of transfer funds
- Free text search is available to find specific transfers.
- Select all and per-row checkboxes can be used to select multiple transfers for bulk actions, e.g. downloading transfer confirmations
- Alert banners for batch-related issues (e.g. insufficient funds, workflow changes, or missing workflows) may also appear on the batch transfers view.
Transfer summaries and statuses
Transfer summaries
Three summaries appear above the transfer and batch transfer sub-pages and provide a current count of transfers in key states:
| Summary | Status | Description |
| Pending your approval | Pending | Waiting for your approval |
| Blocked | Blocked | Cannot proceed because of a missing approval path |
| Cancelled last 30d | Cancelled | Cancelled in the last 30 days |
Transfer statuses
Every transfer will have a status attached to monitor progress. Not every status change will result in account balances being affected.
| Status | Description | Balance activity |
| In approval |
Submitted and awaiting approval
It will not be processed until the required approval is completed. |
No movement |
| Pending your approval |
Waiting for your approval
Review the details and approve or reject it to continue |
No movement |
| Rejected |
An approver rejected this transfer
Edit and resubmission is available if required |
No movement
If funds were held temporarily, these will be released back to accounts |
| Recalled |
Creator withdrew the approval request before approval decision
Edit and resubmission is available if required |
No movement
If funds were held temporarily, these will be released back to accounts |
| Blocked |
Cannot proceed because the next approver could not be identified
An account owner or administrator must correct the approval workflow before resubmitting it. |
No movement
If funds were held temporarily, these will be released back to accounts |
| Scheduled |
Processing to start at future date Ensure sufficient funds are available at scheduled date, including applicable fees |
No movement
Funds will move at the scheduled transfer date |
| Processing |
Currently being processed and in preparation for dispatch
|
Balances will move to reserved or pending depending on the funding model |
| Sent | Left Airwallex and has been sent to a banking partner or transfer channel | Balance(s) have been deducted |
| Paid | Confirmation has been received by banking partners or transfer channels | Balance(s) have been deducted |
| Overdue |
Not processed due to insufficient funds Ensure sufficient funds are available or review the funding details |
Balance(s) will return to pre-transfer values Any partial funding can be found in funding details. Incomplete pre-funding may be automatically cancelled |
| Failed | Could not be processed or was rejected by a financial institution after leaving Airwallex |
Balance(s) will return to pre-transfer values Specific timing depends on the return and cancellation process |
| Cancellation requested | Request submitted after transfer was dispatched Cancellation will process after any underlying currency conversion or settlement step is finished |
Refund pending Funds may remain held until cancellation and any conversion settlement are completed |
| Cancelled |
Successfully cancelled. The cancellation reason will clarify if this is due to processing failures or because of a user request. |
Balance(s) returned to pre-transfer values, less any applicable fees. Specific timing depends on the return and cancellation process. |
Troubleshooting transfers
Alert banners
When you navigate to any Transfers sub-page (Transfer or Batch transfer), alert banners may appear at the top of the page. Each banner is conditional on the state of your accounts and approval workflows and includes an action button.
Clicking the action button will redirect you to resolve alert banners. Some banners that may appear on transfer pages include:
- Some transfers in approval have insufficient funds
- Airwallex (an account name) has workflow changes pending your approval.
- A number of accounts have workflow changes pending approval
- A number of accounts are missing an approval workflow
Not all banners appear for all users. They depend on the current state of your transfers and account configurations.
Editing your transfer
If a transfer or batch transfer is scheduled for a future date, you can still change the transfer details.
To cancel or edit a transfer
- On the Transfers page, click the row of the transfer to change.
- In the detail panel, select the Cancel transfer button or the Edit transfer button. These options are available before the transfer has been sent.
- Follow the on-screen prompts and confirm your choice.
After submitting: if the transfer has already been dispatched, cancelling the transfer will change the status to Cancellation requested while it processes. Once complete, the status moves to Cancelled and funds are returned less any applicable fees. If not yet sent, the status changes directly to Cancelled.
To recall a batch transfer:
- On the Batch transfers sub-page, click the batch row.
- In the detail panel, click Recall (available for batches not yet dispatched).
- Confirm the recall.
The batch status changes to Recalled. If funds were temporarily held, they are released back to your account.
Common issues
You may see any of the following issues attached to your transfer:
- Overdue with insufficient funds: see How long should it take for my payee to receive their funds?
- Failed after dispatch: see How to understand and reduce failed payments
- Stuck in Blocked with approval workflow missing: see What are Account configurations
- Stuck with Cancellation requested: see I made a mistake with my transfer
Seeing a different version of the Airwallex platform?
You may be on the previous version of the Airwallex platform. See Revamped Airwallex experience: one place to run your whole business (beta) for more information on the change.
The best way to confirm if you are on the previous version is to check your left sidebar column for any mention of Business Accounts. In the same sidebar, you can also check that you do not see Wallet or Transfers.
Certain actions and pages may not be visible if you have not been given sufficient global or account permissions.
| New platform version | Previous platform version |