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What this is

This is the main page of the Global Accounts module in the merchant dashboard (left nav Global accounts; page title “Global accounts”, subtitle “Coverage across 200+ regions and countries, supporting multiple currencies”). It is your overview of multi-currency funds — it lists the available balance for every currency you hold, the receiving accounts open under each currency, and the total balance across all currencies converted to one value. Use this page to check balance and distribution per currency, open a new global account, move money between business lines, drill into a currency’s transactions, view a receiving account’s bank details, and download an account statement. Come here whenever you want to know “how much money do I have, how much per currency, what are my receiving account details, or how do I open another currency account.” The top of the page has two tabs: Balances (this page, the per-currency balance overview) and Transactions (the module’s transaction history).

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Steps

Open Global Accounts:
  1. In the left nav, click Global accounts.
  2. It opens on the Balances tab by default, showing the total balance and the per-currency balance list.
View the total balance and switch the display currency:
  1. The large figure under Available at the top of the page is the total balance converted across all currencies; Total balance ( equivalent) on the right shows which currency it’s currently converted into.
  2. Click the currency dropdown to the right of the total (default USD) to switch the equivalent total to another currency.
  3. Click the eye icon next to Available to hide/show the balance amount (shown as dots when hidden).
  4. Click Show chart at the top right to expand the Balance by Currency bar chart and the Top Currencies breakdown (top 5); click Hide chart to collapse it.
View a currency’s receiving accounts and actions:
  1. In the balance list, click a currency row to expand it.
  2. Depending on your permissions, the expanded row shows Convert (currency exchange) and Transfer quick-entry actions; the receiving accounts under that currency are listed below.
  3. Click Activity on the currency row to go to Transactions, automatically filtered by that currency.
View a receiving account’s details / download a statement:
  1. Expand a currency and find the target receiving account row.
  2. Click Detail to view that account’s bank information (account holder, account number/IBAN, SWIFT or local clearing code, bank name, payment reference, etc.).
  3. Click Statement to download that account’s account confirmation / statement PDF (available once the account is Active).
Open a new global account: click Open account at the top right to open the Open a global account wizard, then work through the four steps Location -> Currencies -> Details -> Review — pick the jurisdiction, account type (Local / SWIFT), and supported currencies, fill in a nickname, acknowledge the opening fee, then click Submit application. After submitting, the account shows a Processing badge in the list; it’s expected to go live in about 2-3 business days. Move money: click Move money at the top right to open the Transfer dialog and move funds between business lines (Acquiring / Banking / Issuing / Digital). Pick the source/destination business line, currency, and amount, then click Confirm.

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Fields and statuses

Top summary (right of the total balance area): Currency balance row (one row per currency): Receiving account status (expanded account row): Account details panel fields: this panel is currently displayed in English regardless of dashboard language. Its main fields are Account holder, Account number / IBAN, SWIFT code / Routing number / Sort code / FAST code / ACH routing number (the applicable international or local clearing code, depending on where the account is based), Bank name, Bank address, Payment reference, Currency, Country, and Status. Below that, Capabilities shows Receive funds in (which currencies the account can receive) and Accept funds via (payment method: International SWIFT Transfer / Domestic Local Transfer). The panel has a one-click “Copy the above information as a message” action.
Reminder at the top of the panel: when transferring funds into this account, fill in your Account ID in the Payment reference — leaving it out can delay the funds landing or cause the transfer to be returned.

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Edge cases and troubleshooting

  • The list shows “No active balances to display”: the account doesn’t hold any currency balance yet; the hint reads “Currency balances will appear here once you receive funds or fund a global account.” Balances appear once you open an account and receive/fund it.
  • You don’t see the “Open account” button: opening a global account requires the corresponding permission; if the button isn’t in the top right, your account hasn’t been granted account-opening permission — contact your admin or account manager.
  • No “Convert” or “Transfer” quick entry after expanding a currency: these require the exchange and initiate-transfer permissions respectively, and the currency needs an available balance; they’re hidden without permission or with a zero balance — contact your admin or account manager to confirm permissions.
  • A receiving account’s “Detail” / “Statement” is greyed out: the account is still Processing — you’ll be able to view details and download the statement once it becomes Active (available once the account is active); expected to activate within about 24 hours.
  • An account shows a “Failed” badge: the account failed to open; hover over the badge to see the failure reason. Contact your account manager if you need it reopened or resolved.
  • “Banking session expired. Please sign in again to load real wallet data.”: your login session has expired; sign in again to load real balance data.
  • The total and ”~ equivalent” don’t quite match reality: the total balance and per-currency equivalents are estimates converted at an indicative rate for reference only — actual figures follow the real account balance and the execution rate.

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Common questions (Q&A)

  • Q: Where do I see my balance / how much I have per currency? A: Left nav Global accounts; the default Balances tab shows the per-currency balances and total balance overview.
  • Q: How do I see the total balance converted into one currency? A: The large figure in the total balance area is the converted total; click the currency dropdown on the right to switch the display currency (default USD).
  • Q: How do I hide/show the balance amount? A: Click the eye icon next to Available to toggle hiding (shown as dots) or showing.
  • Q: How do I see the currency breakdown / which currency has the largest share? A: Click Show chart at the top right to expand the Balance by Currency bar chart and the Top Currencies breakdown (top 5).
  • Q: How do I open another currency / a new receiving account? A: Click Open account at the top right, work through the four steps Location -> Currencies -> Details -> Review to pick the region, account type (Local/SWIFT), and currencies, acknowledge the opening fee, then submit; expected to go live in about 2-3 business days.
  • Q: Why don’t I have an “Open account” button? A: Opening an account requires a permission your account may not have been granted — contact your admin or account manager.
  • Q: How do I find a receiving account’s bank details / account number / SWIFT? A: Expand the corresponding currency row and click that account’s Detail — the panel has the account holder, account number/IBAN, SWIFT or local clearing code, bank name, payment reference, and more.
  • Q: What do I need to fill in to receive a payment into my global account? A: Be sure to put your Account ID in the payment reference, otherwise the funds may be delayed or returned; the full receiving details are in that account’s Detail panel, which you can copy with one click.
  • Q: How do I download a statement / account confirmation? A: Expand the relevant currency, then click Statement on the target account row to download the PDF; the account must be Active to download it.
  • Q: What does “Processing” on a newly opened account mean, and how long does it take? A: The account-opening application is being processed — expected to activate within about 24 hours, and to fully open within 2-3 business days overall; while processing, you can’t view details or download a statement for that account yet.
  • Q: An account shows “Failed” — what do I do? A: The account failed to open; hover over the badge to see the failure reason, and contact your account manager if it needs to be reopened or resolved.
  • Q: What do “Move money” / “Transfer” do? A: Click Move money at the top right to open the Transfer dialog and move funds between Acquiring, Banking, Issuing, and Digital — pick the source/destination business line, currency, and amount, then confirm.
  • Q: How do I convert one currency’s balance into another currency? A: Expand that currency row and click Convert to go to the exchange flow (requires the exchange permission and an available balance in that currency).
  • Q: How do I start a transfer using a currency’s balance? A: Expand that currency row and click Transfer to start a new transfer, with that currency preset as the payment currency.
  • Q: How do I see only one currency’s transactions? A: Expand that currency row and click Activity to go to Transactions, automatically filtered by that currency — or click the Transactions tab at the top and filter it yourself.
  • Q: The total balance doesn’t match reality / how is the equivalent calculated? A: The total and ”~ equivalent” are estimates converted at an indicative rate, for reference only — the actual balance and execution rate govern.