Dashboard is loaded by default upon logging in. From here the user can easily navigate to, as well as track performance and status of recent account activity, accounts dashboard, cards and devices. The Dashboard menu screen is customizable, as the separate dashboards can be vertically reordered, hidden or minimized.
The Dashboard is also the place where the user will be notified for any actions required, regarding documents or other information that needs to be provided.
Activity: the user can select a preferred period and view financial summary and graph based on 3 criteria:
Recent activity – the table overviews last ten account transactions providing information about their type, amount and date. By clicking View all the user is redirected to the Accounts menu – Activities where a preferred period can be specified.
Accounts – gives an overview of the total balance in the primary currency of the account. The section also displays the first three accounts with their balances and currencies. Clicking on the arrow displays all accounts. Clicking View all redirects the user to the Accounts menu where the full Account List is displayed.
- View account balance performance – the overview will consolidate the information in the primary currency of the account
- View a summary of incoming transactions – the report provides detailed information for each incoming transaction based on its type
- View a summary of outgoing transactions - the report provides detailed information for each outgoing transaction based on its type
Clicking on the Add Account button opens a pop-up for creating a new account with the option to select a currency and name it.
Clicking on the Funding button opens a pop-up where the preferred account used for receiving payments from clients, partners or affiliates is specified.
Cards – gives the option to browse activated cards and their currency, linked account, name and expiry date. The Settings button grants quick access to the Cards menu, where each card can be configured separately and the Transactions button leads to the Card’s Activity menu.
Devices – gives the option to browse activated devices and their model, currency, last transaction and linked account. The user can choose a preferred period of time. The Settings button grants quick access to the Cards menu, where each device can be configured individually and the Transactions button leads to the Device’s Transactions menu.
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