Dashboard

Frequently asked questions about the Dashboard in Payouts

How to add a beneficiary?
Add your customers as beneficiaries using their bank account details or UPIs to make instant and automated payments. To add a beneficiary, Go to Pa...
Thu, 31 Dec, 2020 at 3:42 PM
How to quick transfer funds to your beneficiaries?
You can make a quick transfer to your beneficiaries using the ‘Transfer’ feature. You can also check the status of recent payouts made to your beneficiaries...
Thu, 31 Dec, 2020 at 3:43 PM
How to verify bank details of beneficiaries?
You can verify the bank account details of your beneficiaries before adding them to your payouts account using the ‘Bank Account Verification’ feature. This...
Thu, 31 Dec, 2020 at 4:03 PM
How to make bulk transfer of funds to beneficiaries using file upload?
When you have a large number of transfers to make to your beneficiaries, you can use the ‘Bulk Transfer’ feature. To do a bulk transfer you need to upload a...
Thu, 31 Dec, 2020 at 3:52 PM
How to bulk upload and verify beneficiary bank details?
When you have a large number of bank accounts to be verified, you can use the bulk ‘Bank Account Verification’ feature to verify all the accounts in one go....
Thu, 31 Dec, 2020 at 4:10 PM
How to assign approver to verify bulk Transfers?
The ‘Approve Bulk Transfer’ feature allows you to approve or reject any bulk transfer file for payouts. Cashfree enables ‘Approve Bulk Transfer’ feature on...
Thu, 31 Dec, 2020 at 3:54 PM
How to assign approver to verify Bulk Bank Account Verification(BAV) request?
Cashfree supports a maker-checker flow for uploaded bulk bank verification files. You can have a maximum of 3 approvers for your file. If the approval flow ...
Thu, 7 Jan, 2021 at 11:40 AM
How to verify beneficiary's UPI ID?
You can verify the UPI details of your beneficiary before adding them to your Payouts account using the ‘UPI Verification’ feature. This helps you in making...
Thu, 7 Jan, 2021 at 11:40 AM