Switch between Dashboards: Easily toggle between the new and legacy client portal dashboards using the Toggle switch located at the top of the home screen. This allows you to access familiar features or explore the updated experience as needed.

Enhancements at a glance

Simplified navigation, easier workflows

Bid farewell to vertical nesting!. Our new horizontal navigation brings your modules front and center, making access faster, smoother, and more intuitive than ever.

Eg: Previously, accessing Virtual Accounts required multiple clicks through vertical nesting: Payin → Virtual Accounts → All Virtual Accounts. Now, with modules laid out horizontally, you can directly navigate to Receivables → Virtual Accounts from the top navigation bar for quicker access.

Unified settings

Find all your client portal settings now consolidated into a single, easy-to-navigate page for seamless configuration, neatly categorized by functionality:

Business Settings
Developer Settings
Product Settings

Integrated GCA module

We have dissolved the previous GCA silo into smarter integrations. With the new update, we’ve integrated GCA functionalities directly into their respective modules, streamlining your experience and making actions more contextual.

E.g.: The previous GCA functionalities are moved to their specific target modules, like Customer GCA Account is moved to the Customers module; Convert, & View All Conversions are moved to the Foreign Exchange module, etc.

Upgraded Filters

We’ve enhanced our filters across all modules, allowing you to fine-tune your search. Easily customize table views per module and choose to export either the filtered results or the entire dataset, with all columns included.

Create Flows from Anywhere

Save time with universal create shortcuts. Jump to any create flow without switching modules. Locate the shortcut at the top right corner of your client portal.

Organised Wallet Balances by Currency

Wallet-specific balances are now accessible under each currency module. “My organization” module houses all your wallets -> Payin Wallet, Payout Wallet, GCA wallet, Fees Wallet. For each of these wallets, you can top up, create a VA, provide proof of deposit, create a wallet, etc.

Location: My Organization → Wallets (Horizontal tabs)

Access:

Common Controls Across Modules

These controls are available across all widgets in the Analytics Dashboard to help you customize your view and extract meaningful insights with ease:

Date Range Selector

Allows you to switch between daily, weekly, monthly, or custom date ranges.
Helps track trends over time or zoom in on specific time windows.

Currency Toggle

View financial data in different supported currencies (e.g., AED, SGD, USD).
Ensures clarity when operating across multiple markets.

Download Report (CSV/XLS)

Export widget-level data for offline analysis or internal reporting.
Ideal for finance teams and reconciliation workflows.

Hover Insights

Hover over data points in charts to see detailed breakdowns, such as transaction amounts or statuses on specific dates.
Makes it easier to analyze without needing to switch views.

Filter Options

Apply filters like transaction type, status, or account to refine the data being visualized.
Customize what matters most to you.