Dashboard Functions
1. My Accounts
- Total Balance (Total amount of funds currently held in the account).
- Earmarked Funds (Amount that have been set aside for specific pending transactions).
- Net Available Funds (The actual amount can access or use).
2. Funding Instructions
Clicking on the "Funding Instructions" button will guide you on how to fund your Corporate Payment Platform account in either SGD or USD
3. Currency Converter
The Currency Converter tool on the CPP Dashboard provides a quick reference for users to view indicative foreign exchange (FX) rates between supported currencies.
⚠️ Note: FX rates shown are indicative only and do not reflect the final rate applied during actual payment transactions.
4. Taskbar
i) My Tasks
This panel displays all outstanding tasks that require your attention
ii) Pending Tasks
This panel displays all outstanding tasks across the company.
5. Quick Access
This section provides a shortcut to frequently used functions. You may customise your own preferred features using the "Edit" button
6. Notifications
The Bell Icon located in the top-right corner of the dashboard alerts you to any updates or actions that require your attention. By clicking the icon, you can quickly view a summary of recent notifications.
To view all notifications, click "View All". The notifications will be listed with relevant timestamps and statuses.
If you require further assistance, please contact us and we will get back to you as soon as possible.