The balance overview dashboard allows you to view all your balances and the different activities in a consolidated and user-friendly format. In the Balances part, the overview is the 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) The purpose of the open balance is to add new currency that is not yet registered in the account.
(4) Adding a balance menu is to add funds to the existing account.
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