The left-hand menu is your map of the portal, and Home gives you the state of your programme in one screen.
The menu
The left-hand menu covers everything you manage day to day.
Home - your dashboard: funding accounts, overview figures and transaction health at a glance.
Consumers - every individual customer connected to your organisation, with profiles and statuses.
Businesses - business customers, their funding and payment accounts, and their cards.
Payment accounts - all payment accounts, their balances and statuses.
Cards - every issued card, virtual or plastic, with block, PIN and balance controls.
Transactions - the full transaction ledger, filterable by date, type and status.
[coming soon] Batch - bulk operations from a single upload: create users, accounts and cards, and load funds for many customers at once, with XLSX/CSV templates and upload status tracking.
Admin - manage portal access: create portal users, set their roles and permissions, and handle credentials for your organisation.
Home dashboard
Home gives you the state of your programme in one screen.
Funding accounts - your organisation's funding accounts, marked active or inactive.
General overview - running totals for customers, businesses, payment accounts and cards.
Transactions overview - successful versus failed transactions, so problems surface early.
