You can monitor transactions in real-time and generate reports for all your accounts for reconciliation purposes.
Log in to your Xendit dashboard.
View a snapshot of your platform's payment volumes and performance over time.
Navigate to each partner account and track their activities.
Accounts Overview
The Accounts Overview shows all the sub-accounts you created along with their status and current Cash Balances. By default it shows the most recently-created sub-accounts first, and you can filter the list by account status and date created. You can also search for sub-accounts by their business names, unique IDs, or business email.
Account Profile Page
Navigate to the xenPlatform Accounts Overview
Click on a specific sub-account to view more details.
The Account Profile Page shows basic information for the sub-account:
Name
Email
Account ID
Date Created
Account Status
Account Type (Owned, Managed)
Cash Balance
Available Payment Methods
Account Activity Page
You can view the Balance and Transaction history for the sub-account your choose
Navigate to the xenPlatform Accounts Overview
Click on more options for specific sub-account and select
View activity
Otherwise you can also switch to this tab from the Account Profile page
Monitoring via API
You can also use your API key and utilize the following endpoints to retrieve and display information on your sub-accounts. Use the for-user-id
header parameter to retrieve information for a sub-account.
{
"for-user-id": "my-sub-account-id-12345"
}
API | Description | Use Case |
---|---|---|
Retrieves a list of sub-accounts | Display a list of all sub-accounts in your application’s dashboard | |
Retrieves a sub-account | Display detailed account information for one sub-account | |
Displays the current balance for an account | Check the current live Balance for a sub-account | |
Retrieves a list of transactions. | Display recent transactions completed by a merchant | |
Retrieves a specific transaction | Check a specific transaction that was settled to a merchant | |
Generates a transaction or balance report | Monthly reconciliation |