Disbursement via Dashboard

Brick's dashboard offers two flexible methods for sending money without writing code:

• Single Transfer – Ideal for one-off transactions
• Bulk Transfer – Perfect for mass payouts (e.g. payroll, vendor payments)

Both methods support Brick’s maker-checker model, enhancing security and accountability.

1. Single transfer

The Single Transfer feature allows you to send money to an individual recipient—similar to internet or mobile banking.

Steps to Perform a Single Transfer:

1. Input Recipient Details
   Enter the bank name and bank account number.
2. Validate Account
   Brick will automatically validate the recipient’s bank account number and display the account holder's name if valid.
3. Set Amount, Transfer Method, Sender Details, & Other Details
   Enter the transfer amount, transfer method, sender details, and other details.
4. Confirm Transfer with OTP
   You’ll receive an OTP via email. Enter it to confirm the transaction.
5. Check Transfer Status
   Monitor transaction progress in the Transaction List tab on the dashboard.

🔐 Maker-Checker Workflow

• If you're a Disbursement Maker, the transfer will enter an "In Review" status.
  Brick will send a notification to Admins and Disbursement Approvers to review and approve.
• If you're an Admin, the transfer is processed immediately and should arrive within a few minutes.

2. Bulk Transfer

The Bulk Transfer feature streamlines sending funds to hundreds or thousands of recipients using an imported Excel file.

Steps to Perform Bulk Transfer:

1. Open the Bulk Transfer Page
   Navigate to the bulk transfer section of the dashboard.

2. Download Template
   Click Download Template to get the .xlsx file structure required for import.

3. Fill in Recipient Data
   Complete the Excel file based on provided guidelines. Fields include bank code, account number, amount, description, etc.

4. Upload the File
   Import the filled template. Brick will validate all records.

5. Review Validation Results
   After validation:

   1. Valid entries are ready for transfer.

   2. Invalid entries must be resolved via:

      1. Inline editing using the Resolve button
      2. Or downloading the error report, fixing in Excel, and re-uploading

6. Review & Confirm Transfer
   After all rows are valid, proceed to review summary and submit. Confirm using OTP sent to your email.
7. Monitor Transfer Status
   The bulk transfer will be processed asynchronously. You can monitor each transaction’s status in the Transaction List.

🔐 Maker-Checker Workflow
Just like single transfers:

• Disbursement Makers will trigger a review and approval flow.
• Admins can initiate bulk transfers directly without requiring additional approval.