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ファイナンスアカウントの管理方法について

A broker may administer all finance accounts in the system. General use cases include disabling fraudulent accounts, setting minimum balances for trusted accounts, and to make payment adjustments as required.

Getting There

  1. Click the Manage tab >> Manage Finance Accounts

Available Options

Viewing Transaction History

Click on the name of the finance account whose transaction history you want to see, and you should find the information pop up.

Enabling or Disabling a Finance Account

Click on the link that either says "Enabled" or "Disabled" for the relevant finance account. You will then be presented with a form that allows you to either enable or disable the finance account in question.

Making an Adjustment to a Finance Account

Click on the link in the Balance column for the relevant finance account. You will then be presented with a form from which you can make an adjustment for the finance account in question by supplying:

      • a description for the adjustment
      • an adjustment amount in any of the currencies that are available to you as a broker

For more detailed steps please follow this guide to making an adjustment to a finance account.

Updating the Minimum Balance on a Finance Account

Click on the link in the Minimum Balance column for the relevant finance account. You will then be presented with a form from which you can assign a new minimum balance in any of the currencies that are available to you as a broker.

Updating the Payment Method on a Finance Account

Click on the link in the Payment Method column for the relevant finance account (Note: Earning accounts must always be post pay and their payment method is not editable). You will then be presented with a form from which you can have the finance account's payment method be pre-pay or post-pay.

Updating the Tax Rate on a Finance Account

Click on the link in the Tax Rate column for the relevant finance account. You will then be presented with a form from which you can update the tax rate for the finance account in question.

Assisting a User to Manage Their Own Finance Account

We provide the ability for brokers to gain access to the collateral (advertising campaigns, ad spaces etc) that a finance account is associated with.

To do this, click on the icon in the Actions column for the relevant finance account. You will then be presented with the collateral associated with the finance account in question, allowing you to adjust what is necessary.

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