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Welcome
Welcome to Toqio
Toqio Start Guide
Before you start
Step 1: Logging in
Step 2: The Admin Panel
Step 3: Terms and Conditions
EULA
Step 4: Scheduling training
Step 5: Working together
Step 6: Mobile application setup
Toqio Platform
Onboarding your users
Registration
Credentials
Setting up credentials
Multi-compliance
Third-Party data providers
Working with accounts
Create a new account
Cancel and delete accounts
Main account
Read-only accounts
Dashboard view
Account section
Bank account details
Download a balance statement
BaaS providers
Making and managing payments
View past and future payments
Consult payment details
Filter
Same Currency Payment
Foreign currency payment
Payment schemes
Edit a Payment
Cancel a payment
Payment status
Payments via the Admin portal
Working with beneficiaries
Creating and managing cards
Admin portal configuration
Card setup
User card management
How to issue a virtual card
How to issue a physical card
Set card limits
Modify limits
Block/Unblock card
Webhooks
BaaS provider peculiarities
Viewing transactions
Expenses
Payments
Cards
Searching through data
Searching throughout modules
Search options
Exporting search results
Exporting reports
Enable/Disable exporting
Generate a report
User permissions
Types of reports
Common errors
Set up and manage billing
Create/Edit a billing model
Set a default billing model
Make info. public/private
Hide a fee
Check client billing model
Billing ON/OFF
Fees, times, and calculations
Account fees
Transaction fees
ATM fees
Card fees
Client fees
Notes
Fee execution times & methods
How fees are calculated
FX transaction fees
Pending fees
Ensuring security
Platform security
Admin portal security
API authentication
Integration hub authentication
Unblock user
Changing settings
SME settings
Managing expenses
Admin portal
SME apps/web
Managing your team
Invite new users
View/edit users
Issue cards to users
Managing your clients
End-Client Creation
End-Client Activation
Operating as a user admin
Admin user Creation
Admin user Activation
Admin user list/details
Edit an Admin user
Turning Admin functions ON/OFF
Backoffice portal
Powered by
Webhooks
Updated 11 months ago
Block/Unblock card
BaaS provider peculiarities
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