---
title: "Using the Transfer Search Form"
slug: "using-the-transfer-search-form"
updated: 2026-08-10T20:23:11Z
published: 2026-08-10T20:23:11Z
canonical: "help.idibilling.com/using-the-transfer-search-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Transfer Search Form

This form lets you search the system for transfers based on one or more criteria which may be used in any combination.

![Transfer Search Window](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36217.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A20%3A00Z&se=2026-11-14T12%3A20%3A00Z&sr=c&sp=r&sig=ep2N33ZQ9jNq2HQhvA5JtUXCubkSifC8shSNrrF5r1o%3D)

Select the search criteria and then click **Search**.

#### Using the Search Results

All transfers matching the search are displayed in the Search Results form.

![Transfer Search Results](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36227.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A20%3A00Z&se=2026-11-14T12%3A20%3A00Z&sr=c&sp=r&sig=ep2N33ZQ9jNq2HQhvA5JtUXCubkSifC8shSNrrF5r1o%3D)

If you open the Transfer Search results via the pending transfer alert icon, the list is limited to transfers pending approval by the user currently logged in to the IDI Desktop Client.

![Transfer Alert Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33097.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A20%3A00Z&se=2026-11-14T12%3A20%3A00Z&sr=c&sp=r&sig=ep2N33ZQ9jNq2HQhvA5JtUXCubkSifC8shSNrrF5r1o%3D)

Double-clicking the icon opens the Transfer Search Results window listing the transfers pending approval. From this form you can submit a transfer for approval, cancel a transfer, or perform various other transfer management functions by right-clicking the corresponding row and selecting the applicable command.

#### Tracking Transfers

From this window you can check the status and other related information for any transfer.

#### Acting on Transfers

The right-click menu provides access to commands for managing transfers depending upon the transfer type and status. Some commands may not be available depending on the transfer type and/or status.

- Filter
- Edit
- Receive - See Adding/Editing an Inventory Receive.
- View Receiving
- Submit for Approval - This action requires approve/reject permission.Open transfers may be submitted for approval via the:

After the transfer is submitted for approval, the status changes to Pending Approval.
  - Transfer Search Results or Pending Transfers window. Right-click on the transfer and select **Submit for Approval**.
  - Edit Transfer window. Use the **Submit for Approval** option under the **Action** button.
- Mark as Shipped
- Cancel
- New Unsolicited Transfer
- New Return to Agent Transfer