Dashboard Basics

The Dashboard is a tool that helps you manage your account, create reports, analyze Money-In and Money-Out transactions, and much more.

The following guide will help you navigate through the key areas of the Dashboard, and help you manage your account efficiently.

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Dashboard Home

The homepage consists of the following menu items

Menu and Submenu Items

Description

Accounts

Accounts list
Lists all current Accounts for your organization
Account statement
Lists a summary of the changes made on the balance of All accounts from DD/MM/YYYY to DD/MM/YYYY excluding My account (SC)

Transactions

All
In/Out
P2P

My Account (SC)

Overview
Transactions
Account Statement
Bank Accounts
Commission & Fees
Thresholds
Invoices
Logs

Reports

Configuration

IP address whitelist
users
Roles
Two-factor authentication

Developers

API Documentation
API keys
Notifications

Changelog

Changelog

Status Page

Link to API Status Page

Support

Link to FAQs page

Contact us

Lists our current telephone contact numbers. You will be able to speak to a member of our support team.