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Tutorial library

Learn the admin panel one task at a time

Short videos of the real admin panel, each one a single everyday job, from holding a payout to posting a journal, so your team can see exactly how it’s done before they do it live.

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67 guides
15 min 31 s in total
9 topics
Real admin screens

All topics

Every task, in seconds.

Real screens from the admin panel, with example data.

Showing 67 of 67 guides

Transfers 0:12

GUIDE 01
View a transaction

Every transfer lives on one page: what the customer was told, whether the money arrived, and whether it reached the recipient.
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Rates & fees 0:13

GUIDE 02
Update an exchange rate

All your rates sit on one sheet. Nothing goes live until you confirm, and customers get it from their next quote.
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Compliance 0:12

GUIDE 03
Run a sanction check

Check any name against eight sanctions lists at once. Every search is kept as a numbered report.
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Customers 0:13

GUIDE 04
Block a customer

Give a reason, type to confirm, and they can no longer send. The block can be lifted later.
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Team & access 0:14

GUIDE 05
Add a staff member

One short form. Their role decides what they can see, and the invite goes out by email.
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Transfers 0:13

GUIDE 06
Pause a payout

Something looks off? Hold the payout while you check, without cancelling the transfer.
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Compliance 0:13

GUIDE 07
Reject a KYC document

Turn a document down with a standard reason, so every rejection reads the same way.
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Rates & fees 0:14

GUIDE 08
Set a transfer fee

Set fees slab by slab for each payment method, and see what customers will pay before you save.
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Team & access 0:12

GUIDE 09
Subscribe a teammate to an alert

Choose who hears about what matters. Add a teammate and the alert goes straight to them.
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Transfers 0:14

GUIDE 10
Pause new transfers

Need a quiet hour for an upgrade? Stop new transfers while the ones already moving carry on.
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Transfers 0:14

GUIDE 11
Cancel a transfer

A reason, then the transfer’s own number to confirm. The refund is handled as its own step.
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Customers 0:13

GUIDE 12
Fix a recipient’s bank details

Correct the account on the recipient’s record. Their next transfer uses it, and the change is logged.
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Compliance 0:13

GUIDE 13
Approve a KYC document

Type the details as they appear, and they’re checked against the customer’s profile before anything is final.
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Compliance 0:13

GUIDE 14
Read a customer’s Risk Radar

One gauge built from seven scores, with every check that ran beside it, so you can see exactly why.
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Compliance 0:14

GUIDE 15
Build a risk rule

Combine checks into a rule and give it points. When the checks fail, the points go on the customer’s score.
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Customers 0:13

GUIDE 16
Adjust a sending limit

Raise a customer’s limit from their profile. It’s confirmed, and recorded against your name.
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Rates & fees 0:13

GUIDE 17
Add a pricing tier

Give smaller transfers their own rate with a new band. Amounts above it keep the rate they had.
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Promotions Add-on 0:14

GUIDE 18
Set up a promo coupon

Pick a category and a code, choose money off or a better rate, and retire it when the offer ends.
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Team & access 0:12

GUIDE 19
Set a role’s permissions

Tick the actions a role needs and save once. Everyone with that role gets them.
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Promotions 0:13

GUIDE 20
Send a broadcast message

Write a title and a message, pick the channel, then send it now or schedule it for later.
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Dashboards & AI 0:13

GUIDE 21
Start the day with the operations view

Everything waiting on your team on one page, refreshed automatically. Pick a number to land on the work behind it.
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Transfers 0:13

GUIDE 22
Find any transfer

Type a transfer number and it is the only one left, or narrow the list by country, method or status.
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Compliance 0:15

GUIDE 23
Decide on a sanction match

The platform flags a possible match and waits. Compare the two side by side, give your reason, and the ruling is on record.
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Compliance 0:14

GUIDE 24
Watch a customer

Add a customer to the watch list in one click. Nothing is blocked, and your team can see they are being watched.
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Customers 0:13

GUIDE 25
Move a customer to a group

Move a customer to another group from their profile, and their next quote uses that group’s rates and fees.
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Compliance 0:14

GUIDE 26
Set an AML rule

Decide which documents each tier asks for as sending grows. Review the change, and it applies from the next transfer.
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Rates & fees 0:14

GUIDE 27
Give a group its own rate

Add a little on top of the standard rate for a group like VIP, and it moves whenever that rate does.
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Transfers 0:13

GUIDE 28
Update payouts from a file

Upload your partner’s results file. Every row is checked, and nothing changes until you confirm the preview.
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Team & access 0:15

GUIDE 29
Check who signed in

Every console sign-in is recorded: who, when, where and on what device. Spot sign-ins without two-step verification.
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Compliance 0:13

GUIDE 30
Read the Compliance Dashboard

Everything waiting on compliance today, on one page. Each figure only drops when the work behind it is done.
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Dashboards & AI 0:14

GUIDE 31
Read the dashboard

How the business is doing this month, one currency at a time: transfers, amounts sent and revenue.
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Transfers 0:13

GUIDE 32
Move a payout along by hand

For partners with no live connection: pick what happened, and the step joins the transfer’s timeline with your name.
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Customers 0:15

GUIDE 33
Suspend an account

Blocking stops sending. Suspending locks the customer out of the app until you reactivate them.
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Compliance 0:14

GUIDE 34
Watch a name

Add a name to your watched names, and any transfer with that name or a close spelling is flagged for review.
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Compliance 0:15

GUIDE 35
Mark a country as high risk

Give it a grade and a reason. Transfers whose IP, payment or ID point there are flagged for review.
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Finance & reports 0:13

GUIDE 36
Export a list of transfers

Filter the list, then export. The file is built in the background, with sensitive details masked to match your role.
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Transfers 0:13

GUIDE 37
See a transfer’s full history

Open its audit log: every change and system step, newest first, with who did it and when.
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Transfers 0:12

GUIDE 38
Leave a note on a transfer

Tell the team something right on the transfer. Your whole team sees it; the customer never does.
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Team & access 0:13

GUIDE 39
Suspend a staff account

Someone leaving or changing roles? Lock them out of the console at once, and reactivate them later if needed.
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Compliance 0:14

GUIDE 40
Check your sanction lists

See which version of each list is loaded, and when. They are kept up to date, and you can load the latest now.
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Transfers 0:14

GUIDE 41
Print a payout receipt

For cash collections: the first copy is marked Original, and every reprint is marked Duplicate.
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Transfers 0:13

GUIDE 42
Change a transfer’s purpose

Customer picked the wrong reason? Choose the right purpose on the transfer, confirm, and the change is logged.
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Customers 0:14

GUIDE 43
Update a mobile number

Changed phones? Pick the country code, type the new number, and their profile updates straight away.
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Customers 0:14

GUIDE 44
Record a customer conversation

Note what was said on their profile and flag anything suspicious, so the next person sees it all.
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Compliance 0:13

GUIDE 45
Link duplicate records

Compare two records side by side and link them as one, so limits and screening count both together.
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Compliance Australia 0:15

GUIDE 46
Build an AUSTRAC report

Pick the period and the platform builds the AUSTRAC IFTI report file from your transfers, checked before your officer lodges it.
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Compliance 0:15

GUIDE 47
Record a suspicious activity report

Start an internal report straight from the transfer, with the people involved filled in. Your officer decides on reporting.
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Rates & fees 0:12

GUIDE 48
See how a rate changed

Every rate change is kept: before and after, who made it and when. Pick a pair to see its history.
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Rates & fees 0:13

GUIDE 49
Mark your fees as reviewed

A banner shows when the next fee review is due. Mark them reviewed once checked, and the reminder resets.
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Setup 0:14

GUIDE 50
Add a bank to a payout country

Add a new bank to a country’s list in seconds. Recipients can choose it as soon as you save.
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Transfers 0:14

GUIDE 51
Release a held payout

Checked a paused payout? Give a reason, confirm, and it carries on with nothing to re-enter.
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Transfers 0:14

GUIDE 52
Undo a cancellation

Cancelled by mistake? Explain why, confirm, and the transfer picks up where it left off, fully recorded.
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Compliance 0:14

GUIDE 53
Withdraw a KYC approval

Approved the wrong document? Withdraw it with a reason. It stays on record, and the customer is asked for a new one.
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Setup 0:14

GUIDE 54
End a maintenance window

Upgrade done? End the window, customers can send again straight away, and the banner leaves their app.
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Team & access 0:13

GUIDE 55
Reset two-step sign-in

Teammate lost their phone? Reset it, the old authenticator stops working, and they set up a new one.
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Setup 0:16

GUIDE 56
Change what customers see

Reword each stage of a transfer for customers, even per delivery method, so cash pickup reads Ready for Pickup.
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Setup 0:13

GUIDE 57
Add a new option to a list

Add a new choice, like a reason for sending. It starts switched off, so it appears only when you are ready.
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Team & access 0:16

GUIDE 58
Set up departments

Group staff by team and name a head. Departments are used to assign training, and heads hear when someone falls behind.
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Finance & reports 0:14

GUIDE 59
Record a gateway fee

Record what the payment provider kept on a transfer. It is booked as a cost, so your books show the true cost.
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Setup 0:15

GUIDE 60
Look up a term

The Glossary explains console words in plain language, with links to related terms and the page each belongs to.
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Finance & reports 0:19

GUIDE 61
Post a manual journal

Correct the books with both sides of the entry. Debits and credits must balance, and a posted journal is only ever reversed.
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Team & access Add-on 0:19

GUIDE 62
Assign training

Assign a training to an audience and everyone is enrolled. Set the deadline and repeat, and stragglers are reminded.
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Dashboards & AI Add-on 0:17

GUIDE 63
Connect your own AI assistant

Issue a personal token and follow the guide for your assistant. It sees only what you can see, never personal data.
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Dashboards & AI Add-on 0:15

GUIDE 64
Ask the AI Assistant

Ask in plain words why a transfer is stuck. It tells you where the transfer is, and what to do next.
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Customers 0:15

GUIDE 65
Answer customer feedback

Read the rating and their own words, reply by email, then mark it answered so nobody replies twice.
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Rates & fees Add-on 0:15

GUIDE 66
Compare your prices

Pick a corridor and see what each competitor was seen charging, ranked by what the recipient gets, fees included.
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Dashboards & AI Add-on 0:16

GUIDE 67
Read the Sending Forecast

Who is likely to send next, from each customer’s past transfers. Start with those overdue.
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Videos show example data only. Guides marked Add-on cover paid extras.

Built by people who have helped MSBs for years.

47 ready-made risk indicators, drawn from what they see every day, combined into your own rules.

47 ready-made risk indicators
Your own rules
8 sanctions lists
A person decides