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Brief overview of e-wallets
Explanation of SDK.finance software
System configuration
- System configuration
- How to authorize as Administrator via API
- Create system currencies
- Create Banks
- Create System Users
E-wallet use cases covered by SDK.finance
System Management
- System management
- Contracts management
- 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 SM
View Transactions
- View transactions
- Search transactions
- Filter transactions
Manage payment gateways
Manage Exchange Rates
- Manage exchange rates
- Set exchange rates SM
- View exchange rates
- Delete exchange rates
Manage Currencies
- Manage currencies
- Create Currency
- Create Issuer
View reports and analytics
User Management
- User management
- Register new User (by Service roles)
- User Profile Management
- Update login Credentials
- View User’s Wallets
- View User’s transaction history
- View Actions log
- Manage KYC
Onboarding
- Onboarding
- Registration
Authorization
- Authorization
- Password recovery
Profile Management
- Update personal information
- Upload Documents for KYC
- Input tax ID number
- 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
- Withdraw funds
Payments and transactions
- Payments and transactions
  - Transfer funds
- Pay bills
- Request payment
- Set up recurring payments
- Currency exchange
- Pay Invoice
- Pay to Merchant
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
- Issue Invoice
- View List of issued invoices
Create invoice template
- Create invoice template
- View invoice templates
Merchant Products Management
POS Management
- POS Management
- Add POS
- View List of POS
Customer service support
Accounting
- Accounting
- In-System Accounting
- Accounting Model
Third Party providers
Reporting
Integrations
- Integrations for SaaS version
- Bank Integration
- Payment gateway
- Payment cards
- AML Provider

User management

Updated on 30 Mar 2023

User management

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SDK.finance® is a registered EU trademark and trading name of TechFin UAB, which is a private limited company registered in Lithuania under its registration number 305153451. TechFin UAB does not offer or provide banking services on its own behalf or for its affiliates and is not a bank, financial or payment institution. All company, product, service, trademarks or trade names used on this website are the property of their respective owners and are used on this website for identification or information purposes only.

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