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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-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
Mobile app demo
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Get in touch
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Manage Currencies
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Introduction to SDK.finance software
System configuration
System configuration
How to authorize as Administrator via API
Create system currencies
Currency
How to create a currency
Exchange Reserve Wallet
Set Exchange Rates
Set exchange rates (CurrencyCloud)
Manual exchange rate setup
Commission for currency exchange
Create Default Contracts
Create default contracts
Set up default contracts
How to set up a Contract?
Set up a Gate for top-ups and withdrawals
Create Banks
Create System Users
Create system Users
How to create system Users?
Set up Permissions for system Users
System Management
System management
Contracts management
Contracts management
Creating custom Contracts
View a list of contracts
View Contract details
Add Commission rule (System)
View system Commission for an Operation
View limits for system operation
Add limit rule (system)
Activate/deactivate limit rule (system)
Edit limit settings (system)
Delete limit profile (system)
View provider commission
Add a new Provider
Edit provider commission
Activate/deactivate provider commission
View provider limits
Add limit rule (provider)
Activate/deactivate limit rule (provider)
Edit limit settings (provider)
Create system Users
View Transactions
View transactions
Search transactions
Filter transactions
Manage Exchange Rates
Set exchange rates
View exchange rates
Delete exchange rates
Manage Currencies
Manage currencies
View reports and analytics
User Management
User management
Register new User (by Service roles)
Register new User (by Service roles)
Delete User
Deactivate User
User Profile Management
User Profile Management
Update Profile & Business details
Update Security Settings
Update login Credentials
View User’s Wallets
View User’s transaction history
View Actions log
Manage KYC
Manage KYC
View pending reset identification requests
View KYC Status
Reset KYC Status
View User's Documents
Approve document
Decline document
Approve Profile
Decline Profile
Onboarding
Onboarding
Registration
Registration
Registration by Admin
Self-registration
Password requirements
Authorization
Authorization
Password recovery
Profile Management
Update personal information
Upload Documents for KYC
Change Password
Enable/Disable two-factor authentication
Set-up transaction notifications
Update login details
Wallet management
Wallet management
Create Wallet
View wallet balance
Load funds
Load funds
Top-up wallet via bank transfer
Top-up wallet via cash desk
Wallet top-up via Third Party Provider
Withdraw funds
Withdraw funds
Withdraw funds via bank transfer
Withdraw funds via Cash Desk
Withdraw funds via Third-Party Provider
Block Wallet
Delete Wallet
Payments and transactions
Payments and transactions
Transfer funds
Transfer funds
Templates
Pay to contact
Pay bills
Request payment
Set up recurring payments
Currency exchange
Pay Invoice
Pay to Merchant
Transaction history
Transaction history
Search transaction history
Filter transaction history
Download CSV
View Spending by categories
Prepaids
Prepaids
Create Prepaid
Redeem Prepaid
View List of Issued Prepaid Vouchers
View List of Issued Prepaid Vouchers
Change pin for prepaid
Invoicing
Invoicing
QR code payment
Issue Invoice
View List of issued invoices
View List of issued invoices
Filter invoices
View Invoice Details
Create invoice template
Create invoice template
View invoice templates
Merchant Products Management
POS Management
POS management
Add POS
View List of POS
View List of POS
View POS details
View transactions per POS
Edit POS
Delete POS
Generate new secret code for point of sale
Customer service support
Accounting
Accounting
In-system accounting
Business Process
Accounting model
Accounting model
Account types
Commission directions
Accounting model by operations
Reporting
Third party providers
Third party providers
Card issuing
Marqeta for Card issuing
Card issuing – technical Information
Card Issuing- supported operations
SumSub for KYC and AML
SaltEdge Integration for Openbanking
Integrations
Integrations for SaaS version
Integrations for cloud-based version
Bank integration
Payment gateway
Payment cards
AML Provider
Integrations for source code version
Database setup
AWS database setup
Location setup
Creating VPC
Postgres RDS setup
MongoDB launch
Bastion instance launch
MongoDB setup
AWS region setup
Accepting peering connections
Frontend server setup
Launch an EC2 instance
Security and access configuration
Managing IP adresses
Point your domain
Postman Collection
Rewards & Loyalty
Limited Operations Management
Backoffice user manual
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Manage Currencies
26. 03. 2023