How do I find my way around the Unzer Financial Services platform?
Modified on Thu, 24 Sep at 9:31 AM
This article is about Unzer Financial Services – click here to view the entire collection on this topic.
You can log in to your digital business account, Unzer Financial Services, via my.unzer.com.
After logging in, you'll be taken to the dashboard. This is the home page of your Unzer Financial Services account.
It works like a central overview hub:
There you can see immediately,
- how much money or liquidity is available,
- which employees have already been invited,
- how many cards have been created, and
- which transactions have taken place most recently.
If you're not sure where to start, the dashboard is always the best first step.
- Open the platform by logging in at my.unzer.com
- and go to the dashboard home page.
- First, look at the available liquidity. This is the amount currently available for payments or card spending.
- Then check the employee display. There you can see how many people have already been invited.
- Check the card overview. There you can see how many cards have already been created or issued.
- Look at the recent transactions. There you can see current payments and track what has happened most recently.
In short: The dashboard answers the question: "What's happening in my account right now?"
You don't need to open any details for this yet — you first get a quick overall overview.
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