The balance overview dashboard lets you view all your balances and the different activities in a consolidated and user-friendly format. It contains 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.
In this article, we will be covering the following functions in detail:
- Open a balance
- Set alerts for your balances
- View currently available balances
- Monitor Conversion and Deposits
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 adds funds to the existing account.
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 up email alerts to notify you when your balance reaches or falls below a set threshold. This helps ensure you always have sufficient funds available, preventing payments from getting stuck due to low balance. 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 a balance threshold for each balance and configure which email will receive notifications when the balance reaches the threshold.
By default, we will have 1 entry for the email to notify. If you want 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.
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