Requests
Instructions for handling exchange requests
On the "Exchange List" page, you can find applications organised into sections. For more details about working with the "Exchange List" page, refer to the instruction: List of exchanges
Application Details
To open the application details, click on the block containing the required application.
The application details include the following information:
Incoming Currency
In the application details, the "IN system" field shows the logo and the name of the currency that the client sends to the exchange service for conversion.
Exchange Amount
The "Exchange Amount" field displays the amount of the currency the client is sending to the exchange service.
Change in Exchange Amount
To change the amount, rate, or exchange commission, click "Edit" -> enter the updated parameters -> click "Save new amounts, rate, and fee."
Exchange Rate
The "At the rate" field displays the current exchange rate for the application. If you have not manually changed the exchange rate, the field will show the current exchange rate for the application.
Wallet
The "Wallet" field shows the address generated by the merchant for this application.
Date and Time
This field shows the date and time the application was created. The time zone used is the one set on your device.
Client
Unregistered User
If the application was created by an unregistered user, the following information will be displayed in this field:
Client's IP address
Lang - the website's localization chosen during the application creation
UserAgent - information about the client's operating system and browser. Hovering over UserAgent will show more details. To copy the information, click "Copy useragent."
Registered User
If the application was created by a registered and authorized user, the following additional information will be shown:
Last name and first name
Email address (as provided during registration)
User ID
Application Link
In the "Order" field, you can click on the URL to go to the application page.
Documents
If documents were uploaded with the application, they will appear in the "Documents" section. For more information on interacting with documents in an application, refer to the instruction. Documents
Public comment
You can leave a public comment that will be visible to the client on the application page. The comment will be displayed in real time, with no need to refresh the page.
To add a comment, click "Add Comment" -> enter the comment text -> click "".
To delete a comment, click the delete icon in the comment block.
Outgoing Currency
In the application details, on the right side next to "OUT system," the logo and the name of the currency the exchange service must send to the client (the one being exchanged) are displayed.
Send Amount
In the "You need to send" field, the amount and type of currency you need to send to the client are displayed.
Exchange Rate Type
If your direction settings include a floating rate, you can change the exchange rate type in the application details, as well as view the exchange rate change chart. More details are available in the instruction: Floating rate
Source of the Exchange Rate
ВThe "Source rate" field shows the source of the exchange rate:
"Main rate" if the main exchange rate was used for the application
"Insurance rate" if the insurance exchange rate was used
"Unknown" if the exchange rate source is not defined. This status is usually for applications created before the update that added the rate source.
Field Data
In the application details, the names of fields and the data entered by the user at the application creation step are displayed.
Profit
Net profit
The "Your profit" field displays your net profit for the application.
Partner Profit
If the application was created via a referral link or if the user who created the application is a referral, the application details in the "Partner" section will show:
Last name, first name, email, partner ID
The type and percentage of the partner’s referral rate
In the "Partner Profit" section, the partner's profit will be displayed. To manually change the partner's profit, click "Edit" -> enter the updated partner's commission amount (in USD) -> click "OK."
Blacklist
Matches Found
If the data from the application matches records in the blacklist, a warning "B" will appear in the application details.
To review the matches, click the notification -> in the "Blacklist records" window, click "".
No Matches Found
If no matches with blacklist records are found in the application details, the notification "No matches found in the blacklist" will be displayed.".
Application Management
Status Change
In the application details, click "" to claim the application.
To change the status, click "" -> choose an available status from the list. More information about each status can be found in the instructions: Request statuses
After changing the status, the application may move to one of the sections in real time. More details are available in the instructions: List of exchanges
Other operators can also view applications that are not assigned to them. However, they cannot change the application status unless they are assigned to it.
Status history
The "" section records changes in application statuses. Each status block shows:
Status name
Type of user who changed the status a) "Admin change status" if the status was changed by an administrator through the admin panel b) "User change status" if the status was changed by the client on the application page, such as by clicking "I paid" during the payment step c) "[Merchant $name$]" if the status was changed by an automatic payment acceptance module
Administrator ID who changed the status
IP address of the administrator/client who changed the status
Date and time of the status change
Internal comment
This feature allows internal comments that are visible only to operators in the admin panel within the application details.
To add an internal comment, click "Add Comment" -> enter the text -> click ""
Internal comments in a separate block above the status history block.
To delete a comment, click the "" icon in the comment block.
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