Finance
Login to the Portal and go to the Finance Dashboard
The Finance dashboard provides all the information you need to keep your account balance in check and review invoices, deposits, and transactions.
On the Finance Dashboard, you can deposit funds, check pending bank transfers, request a negative balance for renewals, review your latest transactions, and download invoices. The sections below explain each option.
📘 Balance tiles
⚠️ Important
By default, only one currency is available to deposit into your account balance. For example purposes in the images below, both USD and EUR balances are shown.
The balance tile shows the current status of your account balance and provides actions to manage it.
- 1
- The Exchange rates button provides an overview of the current exchange rates used for prices charged in other currencies than USD/EUR. For a detailed description on checking exchange rates, See the ➤ Exchange rates KB-article.
- 2
- The available balance shows the remaining account balance for transactions in your Realtime Register account. Click the clock icon to review the balance history. Click the Deposit button to deposit funds into your account. For a detailed description on depositing funds, See the ➤ Deposit KB-article.
- 3
- The reserved balance shows funds that are reserved for pending transactions in your Realtime Register account. For a detailed description on the functionality of the reserved balance, See the ➤ Reserved balance KB-article.
- 4
- Your account Watermarks are displayed in the balance tile. Watermarks are threshold indicators that help you track the development of your account balance. For a detailed description on setting watermarks and the relevant notification rules, See the ➤ Watermarks KB-article.
📘 Negative Balance tile
The Negative Balance tile shows the option to request a negative balance or the details of the active negative balance available for your account.
- For a detailed description on requesting or managing a negative balance, See the ➤ Request/review negative balance KB-article.
📘 Latest transactions tile
The latest transactions tile provides insight into the most recent transactions in your account.
- For a detailed description on checking transactions, See the ➤ Check transactions KB-article.
📘 Latest invoices tile
The latest invoices tile provides insight into the most recent invoices in your account.
- For a detailed description on checking invoices, See the ➤ Check & download invoices KB-article.
📘 Finance actions and instructions
📄 ➤ Reserved balance KB-article
📄 ➤ Request/review negative balance KB-article
📄 ➤ Check transactions KB-article
📄 ➤ Check & download invoices KB-article
📄 ➤ Check pending payment KB-article