The balance overview dashboard allows you to view all your balances and the different activities in a consolidated and user-friendly format. It contains status of every transaction that has been done, pending and incoming. User can also convert, withdraw, open, and add a balance to their account.
Access this page by clicking Balances (1), then Overview (2).
Then, you will see these 4 menu options:
(1) Convert your currencies easily with this button
(2) The user can withdraw the available balance from their account.
(3) Set alerts for your balances
(4) The purpose of the open balance is to add new currency that is not yet registered in the account.
(5) Adding a balance menu is to add funds to the existing account.
Convert, withdraw and add a balance would be covered in detail under these articles:
We will be covering how to open a balance and how to set alerts.
Open a balance
For property accounts, the primary balance based on the country that you are set up in, would have been opened when you create your account. While for demand partner accounts, you should have multiple currencies opened when you create your account. You may skip this step if you don't require a new balance.
1. Click Balances (1), then select Overview (2) in the left panel.
2. On the Overview page, click + Open a balance.
3. In the pop-up, choose the currency (1) for which you want to open a balance, then click Add balance (2).
You can easily review account activities for each currency by clicking on the respective currency on the Overview page.
Set alerts for your balances
You can set email alerts for your existing balances to notify you when your balance has reached/past the threshold you have set. An example of an email alert is as follows:
Once you click the alert button, you will see the list of available balances to set up for your account.
You will be able to set thresholds for your balances and configure which email to notify when the balance reaches the threshold.
By default, we will have 1 entry for the email to notify. If you would like to notify more people, select the blue arrow to add additional entries.
Lastly, turn on the blue toggle and click Save to activate these settings.
An example of the alert email
Add funds to your account
1. On the Balances Setting page (1), click Overview (2).
2. After clicking Overview, select the Add a balance button (3)
3. In the pop-up, the user needs to choose in the drop-down selection where to add funds for the currency select (4), and click the submit button (5).
View currently available balances
Under Overview, you will see the section on Available Balance
Here are some of the key information you should focus on:
(1) - Overview - View the details of the balances
(2) - Available balance - View all the balances belonging to your account
(3) - Total - View the total amount in each balance, as well as any open disputes
(4) - Deposited - Total deposited amount into your balance
Monitor Conversion and Deposits
(8) - Deposit- User can view and monitor the deposit to their account
(9) - Conversion- If the balance has any changes, the conversion will be updated