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NEOBANKING PLATFORM
Treasury Solution
User access & Security
User Management on the Client Portal
Creating a new user
Changing an existing user's role
Removing an existing user
Additional user management actions
User roles defined
Accounts
Digital Asset Vaults
Corporate accounts
Exotic Receivables
Account Creation
Creating a new conversion
Initiating a conversion from the Accounts screen
Initiation a conversion from the account overview screen
Initiating a conversion from the conversions history screen
Expected conversion processing times
Beneficiary management
Creating new beneficiaries
Deleting and editing existing beneficiaries
Transaction approval rules
Enabling / disabling a transaction approval rule
Editing an active transaction approval rule
Approving/rejecting transaction
Transactions
Restricted Jurisdictions
Statements & Reporting
Payments history
Conversion history
Creating a new internal transfer
Creating a new payment
FAQs
User access & Security
Onboarding
Intermediary Bank Info
Payment approval rules
Account creation
Client Portal
User management
Internal Transfers
Manual Payouts
Receive-by-link
API Key Management
eCommerce Account features
Access transactions
Report Transaction Download
Page & conversions
Approval rules
Flexible Invoice and Auto Refunds
Webhook notification Trail
Crypto-Commerce
Introduction to Crypto-commerce
How it works
Benefits
Supported currencies
Settlements
Crypto-commerce knowledge base
Payment flows
Processing methods
Payout process
Rates
User Access
Logos
FAQs
What is the "Network Fee", and why we charge it?
Return-to-source policy
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The flow of funds from user to the Merchant's wallet
Updated 19 days ago
