Account

Access different sections and manage settings via the menu bar.

On the left, you'll find your available balance alongside the reserved balance for each of your registered currencies. Simply click 'Send Payment' to request a settlement.

On the right side of your dashboard, you'll find detailed charts and insights about your transactions. Take a moment to review this section to analyze your financial performance and gain a clear understanding of your transaction trends.

To add another chart and customize your dashboard, simply click "Add Chart" to start the process of adding a new chart into your dashboard.

Choose options to explore detailed volume and payment information for both brands and shops.

From this section, you can add charts to effectively visualize your incoming and outgoing turnover. These charts provide a clear and organized way to track your financial performance.

you can add charts such as "The Best Day of the Week - Payments" and "The Best Hour of the Day - Payments." These charts help you analyze payment trends and identify the most active times for transactions..

This option allows you to add charts that display payment amounts or volumes based on geographical data.

Click on the Filters button to filter the data displayed on your dashboard. Adjust parameters such as time periods, transaction types, and legends to focus on the most relevant insights for your analysis..

By default, charts are set up to display transactions from the past month.

Feel free to customize the default filter or add multiple filters from the filter section!

Use the dropdown menu to select a filter and refine your dashboard insights. You can filter by time period, payment methods, categories, shops, bank accounts, or compare data across specific periods or filter sets (legends). Adjust these options to focus on the most relevant information for your needs.

Click the Add Legend button to create a new set of charts, referred to as a legend. Each legend has its own unique set of filters, allowing you to save and compare data insights across multiple configurations seamlessly.

Just like in step 12, feel free to set your preferred filters for the new legend.

Please click on "Clear Filters" to remove all the filters that have been applied.

Simply click the save button to keep your changes, or close the window to discard them.