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FinTech User Guide

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FinTech User Guide

6 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

9 Articles in this category

Reconciliations

Overview The Reconciliations tab of the Synctera Console shows you how much is out of balance between network transactions and Synctera transactions, and allows you to reconcile individual transactions. Terminology Reconciliation Types header...

Updated on : 09 Sep 2022

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 : 09 Sep 2022

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 : 24 Aug 2022

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