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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.

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.

  1. Export Option:

  • Users can export transaction details for record-keeping, reconciliation, or reporting purposes.

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