For the complete documentation index, see llms.txt. This page is also available as Markdown.
Managing Funding Transactions
The Funding feature in the Merchant Portal enables merchants to track and manage their deposits and withdrawals. This section provides a clear breakdown of financial transactions, ensuring merchants stay informed about their fund movements.
Watch the interactive walkthrough below to review funding activity, deposits, and adjustments.
See the below Funding page to understand its functionality at high-level.
Screenshot: Funding
Key features
1
Filter by month/year
Users can select a specific month and year to view funding transactions within a chosen period.
Clicking the "Search" button retrieves relevant records.
2
Detailed funding records
Displays critical information such as:
Funding date – The date when the deposit or withdrawal was processed.
Amount – The transaction value.
DDA account – The last four digits of the associated bank account.
Type – Identifies whether the transaction is a deposit or withdrawal.
Next day funding – Indicates if the transaction qualifies for next-day deposit processing.
3
Export details
Users can export transaction details for record-keeping, reconciliation, or reporting purposes.
