Settings & options

Before reading this article, please read the article My dashboard: logging in & getting started to learn about the dashboard.

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Summary
How do I set the language on my dashboard?
How do notifications work?
How does the inbox work?
How do I activate night mode?
How do I use the dynamic tables?
How does table filtering work?
How do I create exports of my activity?
How do I view my thresholds?
How do I view my invoices?

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Not sure which version of the dashboard you are using? Take a look at our How do I know which version of the dashboard I am using article.

How do I set the language on my dashboard?

Both versions of the dashboard are available in English, Spanish, French, and Italian.
Choosing the language is quick and easy.

Dashboard version 1

Follow the steps below to if you want to change the user language:

  • Click the flag at the top right of the menu bar: mceclip1.png
  • Choose your preferred language
      mceclip0.png

Dashboard version 2

Follow the steps below to if you want to change the user language:

  • Click the flag at the top right of the menu bar: mceclip2.png
  • Choose your preferred language  
    mceclip3.png

How do notifications work?

Dashboard version 1

You can set up automatic push notifications from your dashboard V1 to be sent (API or email) when the status of a document and/or a payment account changes by choosing: Tools > Configuration> Notifications.
mceclip2.png

You can then configure the notifications you wish to receive (POST, GET or email).
When you have finished choosing, click Submit.
mceclip3.png

  • You can also use this menu to change a notification that has already been set up by simply editing the fields in the desired notification.
  • When you have made the required changes, click Submit to save

Dashboard version 2

In order to view the notifications already set up in your environment, and to make any necessary changes:

  • Click mceclip4.png
  • Select mceclip5.png
  • From there, you can see the page summarising all the notifications:
    mceclip6.png

You can make changes across multiple options:

  1. Email
  2. Method (URL, POST or GET)

Changes can be saved as follows:

  • Click mceclip4.png
  • Choose mceclip5.png then mceclip7.png
  • To edit a notification, click the pencil on the relevant line
    mceclip8.png
  • When you have made the required changes, click Save to save
    mceclip9.png

How does the inbox work?

❗❗Only available on dashboard V2

Lemonway may send you messages on your dashboard. When you have received a new message, a small 1 will appear on the menu bar:
mceclip2.png
Your received message history can be accessed using the same icon.

The notifications available relate to:

  • New functionalities
  • Incidents
  • Reports

Click the icon mceclip3.png and a window will display the latest notifications, you can choose to Show all, which will open the notifications page:
mceclip4.png

How do I activate night mode?

❗❗Only available on dashboard V2

Your dashboard now features a new display style with a dark theme. To change the theme:

  • Click on the cog in the menu bar
    mceclip10.png
  • Activate the dark theme by sliding the button

How do I use the dynamic tables?

❗❗Only available on dashboard V2

In this new version of the dashboard, information such as payment account transactions and lists are displayed in a dynamic table. You can fully customise these tables to suit your requirements.

You can access the dashboards from the following menus:

  • Accounts mceclip11.png
  • Transactions mceclip12.png
  • My account mceclip13.png

The most frequently used information is displayed by default. You can add and remove any column. Follow the steps below to customise your view:

  • Click on the menu you want (Accounts – Transactions – My account)
  • Click the icon mceclip16.png
  • All available columns will appear in a pop-up window:
    mceclip14.png
  • You can scroll or search for information
  • To add a column, click and drag the name of the column from the pop-up window to the chosen location in the table

You can also move the columns around by clicking and dragging them to the desired location in the table.
You can sort the data in a column in ascending order by clicking once on its header. If you click a second time, this changes to descending order.
Right-clicking on the header of a column will bring up a drop-down menu showing sorting options.
mceclip15.png

How does table filtering work?

Dashboard version 1

Various filters in the headers of the tables displaying transactions (general or on a particular payment account) allow you to refine your search. There are several types of filters:

  • By transaction ID
  • By date or time range
  • By transaction type
  • By means of payment
  • By transaction status
  • By amount or amount range (Note: we recommend using whole numbers)

mceclip16.png

When you have made your selection, click “filter” to view the list.

Dashboard version 2

You can filter each column according to the type of data.

  1. The column header with the magnifying glass icon mceclip17.png allows you to set the filter criteria and then to choose the value(s):
    mceclip18.png
  2. The column header with the word (all) mceclip19.png allows you to choose a value from a drop-down list
    mceclip21.png
     

You can also create your own filters to refine your searches according to the criteria of your choice. To do so, follow these steps:

  1. At the very bottom of the page, on the left hand side, click mceclip22.png
  2. You can create complex filters by adding conditions and groups
    mceclip23.png

Grouping allows you to create a custom view. Each condition represents the creation of a new filter.
mceclip24.png

Once the filters have been configured, you can group the selections to give you a new overview.
In the transactions view, click mceclip25.png and drag the filters one by one into the space above the columns:
mceclip26.png

Grouping the selections will then look like the screen shown in our example.
In this case, we have chosen to group the selections by method (filtered by Card payment only) and by status (no filter applied). The screen will only display Bank Card payments, but you can use the arrow to breakdown the transactions by status:
mceclip27.png

If you wish to remove one or more filters, just click mceclip28.png on the bottom of the table.

How do I create exports of my activity?

Dashboard version 1

Exports are carried out from a page that displays the transactions (general or on a particular payment account).
Once you have applied the filters, click the "Actions" button at the top right of the transaction table. You can export in .xls or .pdf format:
mceclip29.png

Dashboard version 2

These exports are possible from the following menus:

  • Accounts mceclip11.png
  • Transactions mceclip12.png
  • My account mceclip13.png

To generate an export, simply click the icon in the top right corner of the table. You can export in .xlsx, .csv or .pdf format.

NB: All exports are limited to 1000 lines.

How do I view my thresholds?

Thresholds are all the minimum or maximum transaction limits depending on the KYC status of the accounts.

Dashboard version 1

  • In the menu bar, click on Tools > Thresholds:
    mceclip30.png

You can export the thresholds in .xlsx format by clicking mceclip31.png

Dashboard version 2

  • Click the My Account > mceclip32.png

You can export the thresholds in .xlsx format by clicking mceclip33.png

How do I view my invoices?

Your invoices are automatically made available in your dashboard between the 1st and the 15th of the following month. You are also notified by email as soon as an invoice is available in your dashboard.

Dashboard version 1

  • Click on Bills > Overview
    mceclip34.png
  • You can open each invoice in a new tab by clicking mceclip37.png

Dashboard version 2

Click the My Account > mceclip35.png

Using this menu you can, for each invoice

  • mceclip39.png View it
  • mceclip40.png Download it in .pdf format

 

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