SlimPay Help Center

Back Office (v1) vs. Dashboard (v2)

Today, we support two different tracking interfaces: the legacy Back Office (v1) and the new version, the Dashboard (v2) which is implemented with APIs. 

 

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Back Office (v1)

Limited features

Several interfaces to manage all operations 

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Dashboard (v2)

New features

Single interface to manage all operations 

Features

Back Office (v1)

Dashboard (v2)

Mandate management

mceclip0.pngHow to manage mandates?

   
View current signatures mceclip2.png mceclip2.png
Search for a mandate mceclip2.png mceclip2.png
Sign a mandate by sending a link mceclip2.png mceclip2.png
Manage mandate templates mceclip2.png mceclip2.png
     

Payments management 

mceclip0.pngHow to manage payments?

   
Enter a withdrawal mceclip2.png mceclip2.png
Search a withdrawal mceclip2.png mceclip2.png
Cancel a withdrawal mceclip2.png mceclip2.png
Transfer funds mceclip2.png mceclip2.png
Search funds transfer mceclip2.png mceclip2.png
Refund a client (debtor) mceclip2.png mceclip2.png
Search a refund mceclip2.png mceclip2.png
Search for a withdrawal schedule mceclip2.png mceclip2.png
Search for a card payment schedule mceclip2.png mceclip2.png
     

Documents management

mceclip0.pngHow to manage documents ?

   
Search document mceclip2.png mceclip2.png
Manage document templates  mceclip2.png mceclip2.png
View document list mceclip2.png mceclip2.png

Search through filters

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See document details mceclip2.png mceclip2.png
Export documents list mceclip3.png mceclip2.png
Download document content mceclip3.png mceclip2.png
     

Remittance file management

mceclip0.pngHow to manage remittance files?

   
Search remittance file  mceclip2.png mceclip2.png
View remittance file list mceclip2.png mceclip2.png
Search per file name & filters mceclip2.png mceclip2.png
See remittance file details mceclip2.png mceclip2.png
Export remittance file list mceclip3.png mceclip2.png
Download remittance file  mceclip3.png mceclip2.png
Import remittance file  mceclip2.png mceclip2.png
See pending remittance file  mceclip3.png mceclip2.png
     

Other

   
Manage profiles

mceclip0.pngHow to manage profiles?

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For data protection and security reasons, we are not continuing this feature.

Manage users

mceclip0.pngHow to manage users?

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Create user mceclip2.png

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Change password

mceclip0.pngHow to change a password?

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HAPI APP Management

mceclip0.pngHow to access the production environment?

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