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Admin
Master Settings
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Currency Margin Slabs & Settings
Super Agent Margin Settings
Super Agent Margin Settings-Enhanced
Manage - Agent Fee Margins
Manage - Agent Rate Margins
Super Agent User Management
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Agent-wise Payout Channel (Service) settings
Cash Payout Service Management
Fee and Amount settings PFG
Fee and Amount settings PFG New
Agent wise Margin Slabs assignment
Agent wise Fee Slabs assignment
Value date Settings
Holiday Settings
Create Service Provider List Summit Bank
Request Quote Settings
Agent Transaction Limits
Customer Transaction Limits
Block Transactions[Super Agent]
Bank-wise Payout Channel Management
Bank Settings for Agent
Bank Settings for Bank Name Dropdown
Promo Code Settings
Referral Code settings
Referral Code settings List
Referral points- User
User Referral points- SA wise
Scheduler Duration Setting
Routing Table - Account Deposit
Routing Table - Regular Cash Payout
Routing Table - Immediate Cash Payout
CP - Payout Networks
Beneficiary Country Settings
Enable/Disable Products (Agent/Customer)
Add Users for Financial Year Ending Approvals
Recharge/Bill Payments
Settings - Fee Margin
Settings - Fx Margin
Banks & Other Entities
User Management
List of Privileges
Agent/User Role Management
2FA Management
2FA Management for Agent
Whois Online
Customers Online
Agent Management
Import Entities from CPRM
List Entities (To be Deleted)
Agent Hierarchy
Documents for Download-Agent
Documents for Download-Online
Notes and Alerts for Agents
Agent Transaction Time Log
Tag Agents With AM, BDM, GM, SC, TM
SPSWL Slug Settings
Online Registration Management
Mark physical receipt of documents
List of Documents Received
Change Customer Email/Mobile
Receive User Management
Create User
Manage Users
System Management
Error Log
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Account to Account Transfer
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AUD Bank Transactions Booking
AUD Bank Transactions Approval
AUD Bank Transactions Settlement
FCY Bank Transactions Booking
FCY Bank Transactions Approval
Channel Change - Create Request
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Channel Change - Approve Accounting Changes
Reports
Chart of Accounts
Find Accounts
Agent's GL Summary and SMS
Cancellation Notice for Agents
Account Statement by GL Code
Account Statement For Agents
Account Statement For Agents - ValueDatewise
Agent Account Details
Transaction Journal
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Profit & Loss
Balance Sheet
Online Customer-Bank Details
Channel Change Request - Summery
PayID/Instant Internet Transfer Suspense Txns-Agents
Promo Total Utilisation Report
FCY Trades
Upload Inward Transactions
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Book FCY Transactions
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Commission
Master
Referral Commission
PFG Money
MG Agent List
Collections Payable to PFGM
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Customer Deals Aging Report
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EFT Suspense - New
Income Report (Real-time)
Inter-Company Settlement
EFT POS
EFTPOS Upload
EFTPOS Verify
EFTPOS Approve (In-store)
EFTPOS Approve (Online)
Till Payments
Till File Upload
Approve Transactions
EFTPOS Approve (In-store)
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POLi
POLi Bank Statement Upload
POLi Bank Statement Verify
POLi Bank Statement Approve
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BPAY Upload & Verify
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BPAY Outstanding Deals
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ASM - Create Payout Request
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(Ongoing customer due diligence)
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TTR
Audit
Change Transaction PayMode
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Compliance Report For Transactions
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ECDD Reports
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Deleted Error(s)
Employee Activity Report
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Hybrid Online
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Collection Pending Report - Hybrid Online
Transactions At Agent - Hybrid Online
Deals Attempted Report - Hybrid Online
Email Sending Failure Report - Hybrid Online
Invitation Initiate Report - Hybrid Online
Hybrid Online Customers Aging Report
Incomplete POLi Payments - Hybrid Online
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CSO Notes Report
CSO Analysis Report
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Consolidated Statement For Hybrid Online Customers
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Collection Outstanding Deals (Time Expired) - Hybrid Online
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Income Report
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Online CRM
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Transaction Management
Deals Attempted (Live Tracker) - Online
Pending Transactions - Online
Collection Outstanding Deals - Online
Collection Outstanding Deals (Time Expired) - Online
POLi unmatched transactions
Push Notifications
Customer Notification
Manage Notification Image
Push Notification Analysis
Online Reports
Collection Pending Report - Online
Deals Attempted Report - Online
Super agent Customers Aging Report
Customers with Special Limits
Referral Report
Eremit
Eremit CRM
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Customer Review
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Collection Outstanding Deals (Time Expired) - Eremit
POLi unmatched transactions
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Customer Notification
Manage Notification Image
Push Notification Analysis
Send SMS to Unregistered Customers
Recharge/Bill Payments
DashBoard
Recharge Requests
Report - Successful Recharges
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Income Report
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Deals Attempted Report - Eremit
Super agent Customers Aging Report
Customers with Special Limits
Referral Report
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Dashboard
Know Your Customer
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Data Cleansing Report
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eIDv
eIDv
ID Matrix Report
Customer Screening Reports
CS Approved Report
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Batch Upload Reports
Alert Triggered Report
CS Approved Report
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Cash Management Report
Consolidated Currency Position Report
FCY Position Report (With AUD)
FCY Position Report
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Own Trade Booking-FX Contracts
FX Contracts Booked Report
FX Contracts Outstanding Report
FXC utilization-Contract Wise Report
FXC utilization-Trade/Txn Wise Report
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Check Rate
Calculate Price
New Trade
List Trade
Market Scan
Add Competitors
Market Scan
SWIFT-BIC Lookup
SWIFT-BIC Lookup
Reports
Dealing Reports
Today's Deals Channel Wise
Today's Deals Agent Wise
Transaction Report-Datewise
Customer Deals Booked - Currencywise
Customer Deals Booked - Agentwise
Customer Deals Booked - Subchannelwise
Customer Deals Booked - Countrywise
Customer Deals Booked - Main Report
Transactions on Hold
Special Rate deals
Amendment Report
Cancellation Report
Cancellation Report-Detailed
Cancellation Report-Detailed-SA
Rejected Cancellation Report
Deals Yet to be Booked
Settlement Reports
Collection Overdue Report
Collection Pending Deals
Collection Confirmed Report
Deals Paid Before Collection
Deals Paid Before Collection-Outstanding
Payment Authorized Report
Payment Authorized Report-Value Date Wise
Deals Pending Payment
Deals Pending Payment-Auth Date Wise
Customer Deals Completed
Customer Outstandings Deals
Agent Payout Limit Report
EFTPOS Report
EFTPOS Agent Report
EFTPOS Settlements Outstanding Report
EFTPOS Online Report
EFTPOS Online Collection Pending Report
Bpay Report
POLi Fund Received - Super Agent wise Report
POLi Bank Statement Report
POLi Settlements Outstanding Report
POLi Suspense Account Report
Quality Control Report
Assembly Payment Customer Deposit Report
Assembly Payment Withdrawal Report
Assembly Payment Account Summary
ZPay - Customer Deposit Report - All
ZPay - Account Summary - All
ZPay - Detailed Report - Online
ZPay - Detailed Report - Agent
ZPay - Refund Report - All
ZPay - Number of Registrations
Bulk Settlements Reports SA
Compliance Approved Transactions
Transaction Status-Compliance Approval
Pending Transactions in Bulk Upload
Bulk Upload-List of Files Uploaded
Own Trades Reports
Own Trades Report
Own Trades Report-Detailed
Turnover Reports
Turnover Report Super Agent Wise
Turnover Report - Payout Type Wise
Turnover Report Currency Wise
Turnover Report Channel Wise
Turnover Report Date Range Wise
FX Income Report Agent Wise
FX Income Report Currency Wise
Income Analysis - PFGM Agents
Cost of Funds Report
Accounts
AUD Bank Transactions Report
Customer Deals Report For Accounts
Agentwise Daily Transaction Summary
Refund Request Report
General Reports
Holidays Report
Daily Income Report For S-Agents
Daily Income Report For S-Agents Summary
Daily Deals Report For S-Agents
Market Scan Report
Raw Data
Daily Transactions Report
Limit Blocked List(Today's)
Transaction Report
AM, BDM, GM, SC, TM Report
Agent Transaction Limit Report
Rate Management Log
Bank account details of agents
Income Report (Real-time)
Income Report (Real-time Nagative Margin)
Transactions Pending Settlement
SuperAgent Fee Income Report
Notification Log
Agent Analysis Report
Consolidated Customer Transaction Report
MCV Report
Accounts
User Manuals
Knowledge Bank
Useful Links
All...
Sales
Customer Management
Customer Profile
List of all customers
Corporate Customers
ZPay Agent PayID/Account Details
Online Activation of Customers
Mange Business Online Activation Requests
Activate Business Customers Online
Activate Personal Customers Online
Archived Personal Customers
Reports
Corridor Report
Corridor Report [Transaction Type wise]
Transaction Count Agent-wise date-wise
Agent Wise Daily Transactions
Agent Wise Daily Transactions-ACT
Agent Wise Daily Transactions-NSW
Agent Wise Daily Transactions-NT
Agent Wise Daily Transactions-QLD
Agent Wise Daily Transactions-SA
Agent Wise Daily Transactions-TAS
Agent Wise Daily Transactions-VIC
Agent Wise Daily Transactions-WA
Deal Search
Customer Details
Transaction Report - Monthly
Live Rates Currency-wise
Commission Reports
Agent Analysis
Countries & Payout Locations
Bangladesh
Canada
Europe
India
Indonesia
Nepal
Pakistan
Philippines
Sri Lanka
USA
Contact us request from portal
Marketing
SMS Promos
Transaction Search
Customer Mobile Numbers
Sales Management
Sales Dashboard
Not Transacted Agents
Not Transacted Customers
Customer Verification
Customer List
Quick ID
Send SMS/Email To Upload ID
Quick ID Request Report
Customer Deal Settlements
Collections
Collection Entry Manual
Collection Entry Manual Approve
Bank CSV Upload & Verification
Bank CSV Upload Approval
Collection Verification
Collection Verification-Online
Collection Approval
Online Collection Approval
Unblock Collection
Intra Day Bank Deposits
Agents Bank Deposits
Super Agent Approval for Payments
Online Block Transactions
Payments
Payments B4 Collection
Payments B4 Collection Approval
Payment Approval
Unblock Payments
Generate Files for Payout
List of Files Generated
Channel wise Transaction summary
Change Transaction Status
Failed Transactions
Bank Statement Pending Reconciliation
Bank Statement Completed Reconciliation
Super Agent Approval for Payments
UTR File Upload
Transfast
Payout Request
Cancellation/Complaints
Status Report
Settlement Report
Thunes
List of Entities
List of Payers
Create Payments
Approve Payments
Status Report
Settlement Report
Check Rates
DT One Mobile Topup
Release Topup Requests
Currency Cloud
Currency Balances [TCC]
Step1 Deals Awaiting Booking in TCC
Step2 Create Beneficiary in TCC
Step3 Create Payments in TCC
Step4 Approve Payments in TCC
Deals Pending Settlement
TCC Failed Transactions
Manage Payments [Edit/Delete]
Manage Beneficiaries
Completed Payments with MT103
Push Notifications
Beneficiary Required Fields
Payment Delivery Date
TCC Trades Report
TCC Payments Report
Rupali Bank
Rupali Transactions Pending Payment
Rupali Payment Status
SFTP Upload - Rupali File
BDO Bank
BDO Transactions Pending Payment
BDO Payment Status
DBP Bank
DBP Transactions Pending Payment
DBP Payment Status
SIB Bank
SIB Transactions Pending Payment
SIB Payment Status
Allied Bank
ABL Transactions Pending Payment
ABL Payment Status
National Bank-Pakistan
NBP Transactions Pending Payment
NBP Payment Status
Sampath Bank
Sampath Transactions Pending Payment
Sampath Payment Status
BOC Bank
BOC Transactions Pending Payment
BOC Payment Status
JSBL Bank
JSBL Transactions Pending Payment
JSBL Payment Status
Muthoot Fincorp
Muthoot Transactions Pending Payment
Muthoot Payment Status
EXIM Bank
EXIM Transactions Pending Payment
EXIM Payment Status
Settlement - Temp
PayID Data Matching
PayID Data Entry
PayID Data Entry Verification
PayID Data Matching
PayID Possible Matches
PayID No Matches
Un-paid Transaction Details
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