Finance
Login to the Portal and go to the Finance Dashboard
The Finance dashboard provides the information required to monitor your balance and review invoices, deposits, and transactions.
From this page you can deposit funds, review pending bank transfers, request a negative balance, check recent transactions, and download invoices.
💰 Balance tiles
⚠️ Important
By default, one currency is available for deposits. The screenshots below may show multiple currencies for demonstration purposes.
The balance tile displays your current financial position and provides shortcuts to related actions.
- 1
- Select Exchange rates to view the rates applied to currencies other than USD/EUR. For a detailed description on exchange rates, See the ➤ Exchange rates KB-article.
- 2
- The available balance shows the funds you can use for transactions. Use the clock icon to open the balance history or select Deposit to add funds. For a detailed description on depositing funds, See the ➤ Deposit KB-article.
- 3
- The reserved balance contains funds set aside for pending transactions. For a detailed description on how this works, See the ➤ Reserved balance KB-article.
- 4
- Watermarks indicate balance thresholds and help monitor balance development. For a detailed description on configuring watermarks and notifications, See the ➤ Watermarks KB-article.
📉 Negative Balance tile
This tile shows whether a negative balance is active or allows you to request one.
- For a detailed description on requesting or managing a negative balance, See the ➤ Request/review negative balance KB-article.
📊 Latest transactions tile
This tile lists the most recent financial transactions in your account.
- For a detailed description on checking transactions, See the ➤ Check transactions KB-article.
🧾 Latest invoices tile
This tile lists the most recent invoices.
- For a detailed description on invoices, See the ➤ Check & download invoices KB-article.
🛠️ Finance actions and instructions
Below is an overview of financial actions and instructions. Each link opens a KB-article with detailed guidance on various financial actions available in the portal.
➤ Request/review negative balance KB-article
➤ Check transactions KB-article
➤ Check & download invoices KB-article
➤ Check pending payment KB-article