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. Banking
  • 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. Banking

Dashboard

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The main view of the my.zen.com banking section is divided into 9 sections, allowing quick navigation through the key functionalities of the portal.
1.
Banking dashboard. Gather the most important data.
2.
Accounts. Enables to manage accounts.
3.
Cards. Enables to manage cards (adding, removing, details, limits, names etc.).
4.
Sendouts. Enables to create new transfers and manage them.
5.
Currency exchange. Enables curency exchange between accounts.
6.
Zenefits. Gather all information about available ZEN's benefits.
7.
Accounts balance information (cumul) with currency context choosing.
8.
Shortcuts section (shortcut to the Currency exchange menu and Sendouts menu)
9.
Multicurrency accounts balance section with option to expand all accounts data.
Each section contains multiple embedded features described in this documentation. Visit desired section chapter to learn more about features ZEN.COM offers for your business.
banking main.jpg
Modified at 2025-07-10 09:19:04
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