Auto balance transfer rules
The Auto balance transfer rules table contains the schedule for automatic balance transfers.
Table columns
Project — project name.
Currency — transfer currency.
From payment system — source payment system from which the funds were transferred.
To payment system — destination payment system where the funds were credited..
Amount — transfer amount.
Periodicity (days) — transfer interval in days.
Periodicity (time) — transfer time (UTC+0).
To payment system min balance threshold — minimum balance of the credit payment system to trigger transfers.
From payment system balance disable threshold — minimum balance of the debit payment system that disables auto-transfer.
Is enabled — indicates whether auto-transfer is active.
Actions — available actions for the record (e.g., copy row).
Available actions
View auto-transfer rules Browse all auto-transfer rules across your projects. Use the Project filter in the filter panel to narrow the list by project.
Create a new auto-transfer rule
Click Create auto-transfer rule in the top-right corner.
Select the project and currency.
Choose debit and credit payment systems.
Enter the transfer amount (Transfers can only be made between methods with the same currency.)
Specify periodicity:
Days — interval between transfers.
Time — time of day (UTC+0).
(Optional) Set thresholds:
To PS min balance threshold — minimum balance on the credit system to allow transfers.
From PS min balance disable threshold — minimum balance on the debit system to stop transfers.
Example
If you create an auto-transfer rule with the values shown in the screenshot below, it will work as follows:
Every day at 00:00 UTC, funds will be automatically transferred from the payment systems upi_fast_v and paytm to the imps payment system balance. The amount of each transfer will be 100,000 INR. The auto-transfer will continue until the balances on upi_fast_v and paytm drop to 300,000 INR.
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