Add more branches to your business
How to structure additional branches: assign branch names, link to the main business profile, and keep location details consistent for reporting.
Daily operations: add branches, review/download transaction history, transfer funds, view balance, and manage authorized representatives.
Practical guides written to reduce mistakes and speed up reconciliation.
How to structure additional branches: assign branch names, link to the main business profile, and keep location details consistent for reporting.
Where to find the history view, how to filter by date, and tips for exporting CSV files for bookkeeping and reconciliation.
A safe transfer checklist: confirm recipient details, set internal approval rules, and keep a record of transfer references.
How to check available vs pending amounts, and why balance timing may differ from settlement timing.
Best practices for access control: limit roles, rotate passwords, and document who can approve transfers or changes.