ZEN panel documentation
Go to zen.comGo to myZEN.com
Documentation
  • Plugin integration
  • Checkout integration
  • API business
  • API reference
Brandbook
Go to zen.comGo to myZEN.com
Documentation
  • Plugin integration
  • Checkout integration
  • API business
  • API reference
Brandbook
  1. Accounts
  • About ZEN
    • First steps with ZEN
    • Who we are
    • What we provide
    • How we provide
  • Introduction
    • Definitions
    • About my.zen.com Merchant's panel
    • Environments
  • Account registration
    • Before you begin
    • Registration
  • Panel
    • Log in to my.zen.com
    • Appearance & main features
    • Account management
      • Multiple accounts
      • Users & roles management
        • About
        • Team members management
          • About
          • Dasboard
          • User details
          • Adding a new user
          • Editing and deleting an user
        • Roles and permissions
          • About
          • Dashboard
          • Roles and permissions details
          • Adding a new role
          • Editing and deleting a role
    • Banking
      • Dashboard
      • Accounts
        • About accounts
        • Account list
        • Account names personalization
        • Account details
        • Filtering transactions
        • Transaction details
        • Transaction statements
        • Reconciliation
        • All transactions
      • Cards
        • About cards
        • Adding a new card
        • Cards management
        • Block and remove a card
        • Card name editing
      • Sendouts
        • About sendouts
        • New transfer
        • Adding a new recipient
        • Recipients list
        • Filtering recipients
        • Transfers for approval
      • Currency exchange
        • About currency exchange
        • New currency exchange
        • Currency exchanges list
      • Zenefits
        • About Zenefits
    • E-commerce
      • Dashboard
      • Shop selector
        • Shop selection
      • Payments
        • About Payments
        • Payments list
        • Payment details
        • Refunds
        • Filtering Payments
      • Payment links
        • About Payment links
        • Payment link creation
        • Payment links list
        • Payment link details
        • Filtering payment links
      • Reports
        • About reports
        • Report creating
        • Report list
      • Store settings
        • About Store settings
        • Payment methods
        • Cashback
        • Settings submenu
          • Shop logo on ZEN.COM checkout
          • API credentials
          • Instant Payment Notification (IPN)
          • Transaction confirmation e-mail
          • Shoper integration
          • Card's widget settings
      • Add store
        • How to add the new Shop
      • Transactions
        • About Transactions
        • Transactions list
        • Transaction details
        • Refunds
        • Filtering Transactions
    • Support
      • About support
  1. Accounts

About accounts

3.png
The Accounts menu consists of four sections:
Account list
Statements
Reconciliation
All transactions
Each section offers different functionalities, allowing you to monitor and manage your ZEN.COM accounts in real time.
1.jpg
INFO
The Accounts menu provides a summary of all bank accounts that have been created and assigned to the user account you are currently logged into. If you want to view a summary of bank account related to another user account please switch account context as shown in Multiple accounts menu.
You can switch total balance context to desired currency by clicking actual currency button and choosing new one from the dropdown list.
2.jpg
It is possible to change the context of displayed Transactions by clicnking and choosing related buttons showed below.
3.jpg
INFO
Please note, accounts displayed with black currency icons are active, where accounts displayed with white currency icons are disactivated.
active.jpg - active account
deactivated.jpg - deactivated account
Modified at 2024-11-22 07:43:30
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Account list