Common Actions

This section describes the functions that are available throughout the personal account, regardless of the current page

Global search

The global search allows you to search for a transaction across the entire system, rather than within a specific table.

• The search bar is located in the top-right corner of the screen.

• Click the bar and start typing a value, or paste a copied value.

• To search within a specific table, use the dropdown list to the right of the search bar and select the table.

You can search by the following parameters:

• Payment system

• Currency

• Order ID

• Transaction ID

• Wallet ID

Search results include:

• The number of matching records.

• The name(s) of the table(s) containing matches.

• Open on top button – opens an overlay with transaction details.

• Send to lost transaction button (only if the record is found in the Deposit table) – opens a form to create a lost transaction issue. (See the separate guide on creating a lost transaction issue)

Hide or Show the Sidebar Menu

• Click the arrow icon at the top or bottom of the sidebar to collapse it.

• Click the arrow again to expand it.

Switching Between Projects

You can switch between projects to:

• View transactions for a specific project in the Transactions section.

• Change settings for a specific project in the Settings section.

To switch projects:

1. Click your login name in the top-right corner.

2. Click the current project name.

3. Select the desired project from the dropdown list.

Note: The selected project does not affect the charts in the Statistics section and projects on My projects page. Use the Project filter there to display data by project.

Account Settings

Click your login name in the top-right corner to:

• Change the interface language.

• Change your account password.

• Open documentation or start a chat with our support team.

Working with Tables and Filters

Many pages display data in table format. In each table, you can:

• Show or hide the filter panel – click the panel header.

• Apply filters – set filter values and click Apply.

• Reset all filters – click Reset all filters.

• Sort column values – click the arrow icon in the column header.

• Set the number of rows per page – choose from the page size dropdown.

• Show or hide table columns:

  1. Click the ⋮ (three vertical dots) icon in the top-right corner of the table.

  2. Select Column Settings.

  3. Adjust column visibility in the dropdown list.

• Export data from tables:

  1. Select the rows you want to export.

  2. Click the ⋮ (three vertical dots) icon in the top-right corner of the table.

  3. Select Actions → Export filtered rows.

  4. Download your file.

Note: You can re-download your file from the Exports tab.