Source code
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Use cases
Ewallet
Mobile wallet
Closed-loop wallet
Neobank
White-label banking
Mobile banking app
Core banking
Payment acceptance
Banking ledger
Crypto-to-fiat
Crypto banking
Payroll system
Case studies
POS transaction accounting for Geidea
Digital wallet for MPAY
Mobile money processing for Paywell
Crypto-to-fiat connectivity for Nebeus
Developers
Technology
Knowledge base
API reference
Release notes
Pricing
Source code pricing
PaaS pricing
Integrations
Demo
Back office UI demo
Back office team roles
Mobile app demo
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Source code
Platform
Use cases
Ewallet
Mobile wallet
Closed-loop wallet
Neobank
White-label banking
Mobile banking app
Core banking
Payment acceptance
Business ledger
Crypto banking
Crypto-to-fiat
Payroll system
Case studies
POS transaction accounting for Geidea
Digital wallet for MPAY
Mobile money processing for Paywell
Crypto-to-fiat connectivity for Nebeus
Developers
Technology
Knowledge base
API reference
Release notes
Pricing
Source code pricing
PaaS pricing
Integrations
Demo
Back office UI demo
Back office team roles
Mobile app demo
Company
Get in touch
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Back office manual
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SDK.finance Backoffice Introduction
Main Menu
Clients
Clients
"Clients" Main screen
Add client
Bulk edit contract
Broadcast Newsletter
Client Profile
Client Profile
Client Profile - Main
Client Profile - Main
Block User
Freeze User
Contact details
System Information
Address Information
Billing Address Information
Business Address Information
Last actions
Last transactions
Investigations
Last chat
Reset the clients Password
Change Contract
Client profile - Accounts
Client profile - Accounts
Block Account
Account details: Cards
Account details: Smart cards
Account details: Bank Accounts
Client profile - KYC
Client profile - KYC
Approve Profile
Decline Profile
Check via KYC Service
Document details
Client profile - Notifications
Client profile - Notes
Chats
KYC pending
Transactions
Transactions
Transaction details
Chargeback
Refund
Investigations
Investigations
Investigation details
Investigations: Upload Documents
Investigations: View document details
Investigations: Add note
Investigations: Suspicious transactions
Freeze/Unfreeze Client’s Account
Complete/Reopen Investigation
AML prevention
Fraud prevention
User action history
User action history
Sessions
Session details (Actions)
Action details
CFO
CFO
Assets
Assets
Main Asset
Add new Asset
Edit Asset
Deactivate Asset
Withdraw Collected Commission
Asset Rates
System accounts
System accounts
Withdraw Flow
Top-up Flow
System account: View Transactions
Pending Transactions
Cash desks - Accountant view
Cash desks - Accountant view
Create Cash Desk
Cash desk details
Cashiers (Accountant View)
Cashiers (Accountant View)
Add Cashier
Delete Cashier
Cash Desk Details
Working Day
Create Operation
Close Working Day
Cash Desk - Cashier View
Cash Desk - Cashier View
Open Working Day
Working Hours Details
Close working hours
Operational Days
System Calendar
Reconciliation
Reconciliation
Reconciliation Tab
Reconciliation Tab
Files Tab of Reconciliations screen
Upload File
Asset reconciliation
Transaction reconciliation
CRO
CRO
Vendors
Vendors
Create a vendor
View commissions and limits (for Vendors)
Vendor details (List of Vendor’s operations)
Modify Vendor
Temporarily Deactivate/Activate Vendor
Create an operation
View operation details (Commissions and Limits for vendor’s operation)
Create commission and limits
View commission rules and limits per operation
Deactivate/Activate commission and limits
Contracts
Contracts
Create a contract
View Contract’s details
Deactivate/Activate a Contract
View Commissions and limits
Duplicate a contract
Edit contract's details
View Vendor’s details (in the Contract)
Add vendor’s operations to the contract
View operation details (in Contract)
Create commission and limits (in Contract)
View commission rules and limits per operation
Deactivate/Activate commission and limits
Monthly fee
Roles
Roles
Team Members
Team Members
View list of Team Members
Create a team member
View team member’s profile
Deactivate Team Member
Change Role of team member
Reset team member’s password
Trusted domains
Roles and permissions
Roles and permissions
View list of roles
Create Role
View Role details
Delete Role
Duplicate Role
Pool Bank Accounts
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14. 01. 2025