FinTech User Guide

8 Articles in this category

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FinTech User Guide

8 Articles in this category

Dashboard

Overview The Dashboard tab displays: Total customers created (all time) Daily new customers Total accounts opened (all time) Daily accounts opened Total transactions (all time) Daily total transaction amounts Top items needing your attentio...

Updated on : 09 Sep 2022

Cases

10 Articles in this category

Reconciliation

What is reconciliation? When your customers begin conducting live transactions, it is important that all of the systems involved in the transaction are recording the same data. For example, say your customer conducts an ACH transaction from thei...

Updated on : 21 Dec 2022

Operations

1 Article in this category

Customers

Overview The Customers tab of the Synctera Console allows you to search for your customers and view detailed information for all of your customers in one place. Your operations team can use the Customers tab to help them address customer servi...

Updated on : 09 Sep 2022

Accounts

Overview The Accounts tab of the Synctera Console allows you to view all of your customers' accounts in one place, and to search among your customers' accounts. Your operations team can use the Accounts tab to help them address customer service in...

Updated on : 21 Jan 2023

Cards

2 Articles in this category

Transactions

Overview The Transactions tab of the Synctera Console allows you to view all of your customers' transactions in one place, and to search among your customers' transactions. You operations team can use the Transactions tab to help them address cus...

Updated on : 09 Sep 2022

Insights

Overview The Synctera Console provides a set of reports on the Insights tab. These reports provide data insights that help you operate and monitor your daily operations and payments. These reports are classified into different categories: Cas...

Updated on : 13 Dec 2022

Admin

4 Articles in this category

Daily change log

*Only includes dates when external facing changes were made. 1/20/2023: While linking an external account with manual verification, it's now mandatory to have either an ACH routing number or a wire routing number, based on what the account wil...

Updated on : 22 Jan 2023

Company offboarding

Introduction Companies may offboard from the Synctera platform for various reasons, such as: Expiration of the contract Mutual agreement with Synctera to end the relationship Company failure or bankruptcy Breach of contract provisions by the c...

Updated on : 23 Nov 2022

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