Your Accounts dashboard gives you complete financial visibility across all your payment operations. Track balances, monitor transactions, and manage your multi-currency accounts from a single interface.
Accounts dashboard - light modeAccounts dashboard - dark mode

Accounts Dashboard

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Quick Overview

Access your financial data in seconds:
1

Navigate to Accounts

Click the wallet icon in your left sidebar
2

View Balance Summary

See all currency balances at a glance
3

Review Transactions

Monitor recent payment activity
4

Export Data

Download transaction records for analysis

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Supported Currencies

USD Trust Accounts
  • Full functionality with real-time balance tracking
  • Complete transaction history
  • US market payment processing
  • Instant balance updates
EUR Trust Accounts
  • Complete feature set with European market support
  • Multi-country European transactions
  • Euro-denominated payments
  • Regional compliance included
New currency support is regularly added based on market demand and regulatory approval.

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Account Display Features

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Currency Cards

Each supported currency displays comprehensive information:

Available Balance

Funds ready for immediate use and withdrawal

Actual Balance

Total funds including pending transactions and holds

Visual Currency ID

Flag icons for quick visual identification of currency type

Privacy Controls

Balance toggle to hide/show amounts for privacy

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Real-Time Updates

Your account information stays current automatically:
  • Balances update automatically as transactions process
  • No manual refresh needed for most activities
  • Instant reflection of incoming payments
  • Real-time deduction for outgoing transfers
  • Live updates on payment processing status
  • Pending, completed, and failed transaction indicators
  • Estimated completion times for processing payments
  • Automatic notifications for status changes

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Transaction Management

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Activity Feed

Your transaction table provides complete payment visibility:
Complete Transaction Record
  • All incoming and outgoing payments
  • Transaction amounts and currencies
  • Payment dates and processing times
  • Reference numbers and IDs

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Filtering and Export Options

1

Access Filter Options

Use the filter controls above your transaction table.
Filters help you find specific transactions quickly.
2

Apply Filters

Available Filters:
  • Date range selection
  • Transaction amount ranges
  • Payment status (pending, completed, failed)
  • Specific customers or sources
  • Currency type
3

Export Transaction Data

CSV Export Options:
  • Download filtered transaction data
  • Include all transaction details
  • Compatible with accounting software
  • Organized by date and currency
Regular exports help with accounting and tax preparation.
4

Refresh Data

Use the refresh button for manual data updates when needed.
Most updates happen automatically, but manual refresh ensures latest data.

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Quick Actions

Each transaction includes convenient action options:
View Complete Information:
  • Full payment details and metadata
  • Processing timeline and status
  • Related customer information
  • Associated invoices or payment links
Payment Confirmations:
  • Resend payment confirmations to customers
  • Generate transaction receipts
  • Send payment status updates
  • Share transaction references

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Key Benefits

Financial Visibility

See all currency balances at a glance and track money flow across different markets

Operational Efficiency

Centralized view of all payment activity with quick access to transaction details

Multi-Currency Management

Handle international transactions seamlessly with clear currency identification