Note: At the time of publication, Finix is redesigning the user interface of the Dashboard. Some functions or features may look different. Check back for updates.
Some features and functions may be unavailable depending on your platform configuration.
The Dashboard is a functional interface that performs the same actions and functions as our APIs. The Dashboard allows our customers to manage their payments, approve settlements, respond to disputes and exceptions, as well as onboard new merchants.
Note: This document uses mock data from Finix's sandbox environment.
Note: By default the homepage displays the Transfers view.
The homepage is designed to align with the standard workflow to capture, batch transfers into a settlement, and approve the settlement for payout. A user can use either the Dashboard or the Core APIs to perform many of the same actions and functions.
The Dashboard is configured to allow certain views and permissions depending on the role assigned to the user. The following roles are available:
Depending on the role, certain functions may be disabled.
On the homepage, we have included a button that displays in-product tutorials, feature improvements, and updates. To access the in-product tutorials, navigate to the top right of the Dashboard, and click on the question mark icon to display the tutorial(s). You can click on the Prev or Next buttons to scroll through the tutorials. Click on the X button to close out of the tutorial.
The search bar appears at the top of every page on the Dashboard. To use the search function, enter the ID of the resource you are searching for. Enter the complete ID (including the resource prefix) into the search bar. An incomplete entry will not work.
Note: You can now search by Fee ID (prefix of FExxxx).
On the Dashboard, filters allow users to search for specific information using terms and values. Multiple filters can be applied to a search. Each filter is configured to the terms and values available for the specific resource. To add a filter, search the appropriate criteria, and then click the Done button. Multiple filters can be created and combined to narrow down search results. The number of filters applied is noted in the colored number by the filters field.