Home screen

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Overview

The Home screen provides a central place to monitor your account. It brings together payment activity, wallet balances, settlements and live incidents, helping you quickly understand account health and identify anything that needs your attention. The available modules are:

• Payments overview
• Wallet balances
• Next scheduled settlement or Request Settlement (action)
• Live incidents

The Home screen is personalised to your account. The modules and actions displayed depend on:

• Your user role and permissions.
• Your settlement configuration (scheduled, on-request, or both).
• The payment types enabled on your account.

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Payments overview

Displays key payment metrics for the selected period. Filter data by payment type and time range. If “All” is selected in the payment type filters, the visible blocks are:

• Transactions: Total number of transactions during the selected period.
• Payment volume (EUR): Total value of transactions during the selected period, converted to EUR.
• Active markets: Number of markets where at least one successful transaction was processed during the selected period.

If a specific payment type (Deposits / Payouts / Remittances) is selected, the Active market card is replaced by:

• Payment success rate: Percentage of {payment type} transactions that completed successfully during the selected period.

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Wallet balances

Displays the balances available across all active markets and currencies. Select the “View all wallets” button to view the full Wallets page. If a specific wallet card is selected, it will redirect to the Wallets page with the specific wallet selected, showing its respective wallet breakdown.

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Settlements

Depending on your settlement configuration, Home displays one or both of the following modules:

• Next scheduled settlement (scheduled settlements)
• Available to settle (on-request settlements)

Scheduled Settlements:
Displays the next scheduled settlement, including the settlement frequency, expected settlement date, eligible wallets and most recent completed settlement. On-request settlements:
Displays your current settlement readiness, including eligible wallets, configured settlement destinations and your most recent completed settlement request. Both scheduled and on-request settlements:

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Live incidents

Displays current platform incidents that may affect payment services or markets configured on your account. Navigate to the Status Page for more information.

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Role-based Home Screens

The Home screen is personalised to your account. Here’s what modules you’ll see for each role.