Transfer Out

This feature is to enable simple money transfer between trading accounts. The transfer can be done between 2 Backpack accounts or between a Backpack account and an external system.


Procedure:

  • The CRM user will choose "Transfer Out" action
  • Once the action is chosen, the transfer options will pop up.
  • The Transfer options will be identical to the withdrawal option.
  • The CRM user will then choose either External System or a specific internal lead.
  • If an internal lead is chosen, then an automatic "transfer in" action will take place on his account for the exact amount.
  • If an external system is chosen, then only a transfer out action will take place.
  • The CRM user will fill in the relevant amount to transfer and will add a comment.





Transfer In


Procedure:

Transfer in action will be used to transfer funds from external systems ONLY.



 

Affected reports : 
1. Revenue report
2. Campaign performance
3. User's revenue report
4. Transaction report



This feature is available on the following user groups : 
1. Partner - Full access
2. Partners
3. Partners AON
4. Managers
5. Conversion manager
6. Retention manager
7. Support manager


If you are doing a Transfer Out and then a Transfer In of the same amount, this amount will not be count in the PNL.