Overview

The Global Send Admin Dashboard is the management companion to the embedded Global Send experience. While your end users send cross-border payments through the customer-facing iframe, your team uses the Admin Dashboard to configure, monitor, and operate the entire program:

• Monitor volume, revenue, and corridor performance in real time
• Customize the customer-facing experience — colors, fonts, legal documents — with a live preview
• Configure corridors, funding methods, delivery methods, and your fee & FX markup structure
• Control how transactions are processed: automatic submission or manual review by your team
• Search and manage the full transaction history
• Review sender and recipient profiles, including compliance screening results
• Configure reporting, reconciliation, and integration settings

Like the customer-facing experience, the Admin Dashboard is delivered as an embeddable iframe: it launches inside your own web application, inherits your branding, and is fully customizable — your team never needs to leave your platform to operate the program.

Dashboard Sections

Dashboard & Analytics

The landing page gives your team an at-a-glance view of program health, with headline metrics and trends:

• Total transactions for the current month, with month-over-month growth
• Total revenue, with growth trend
• Active corridors — the number of live sending routes
• Active users — monthly active senders

Below the headline metrics, interactive charts break performance down:

• Monthly transaction volume — trends over the last 12 months
• Transactions by delivery method — distribution across bank transfer, cash pickup, and mobile wallet
• Transactions by use case — distribution by business model (P2P, B2P, B2B, P2B)
• Revenue by payment method — over time, across funding sources
• Top country corridors — your most popular sending routes by volume (e.g. Canada → India, Canada → Philippines)
• Corridor-level FX performance — average FX markup and fees collected per corridor

Branding Customization

Configure the customer-facing interface, branding, and localization of your Global Send experience — no code, no deployment. Changes are made against a live preview of both the desktop and mobile interface, so you see exactly what your customers will see before anything goes live.

All changes follow a draft & publish workflow: save a draft to iterate safely, then publish when you're ready for the changes to reach your customers.

Global Send Configuration

The heart of the dashboard: configure the send experience, fee management, and transaction controls for your program. Configuration is organized into four tabs.

1. Countries & Funding

• Home country — the sending market for your program.
• Funding methods — how senders pay: bank account, Interac e-Transfer Request Money, account balance, and more.
• Recipient countries — select the destination countries available to your customers.

2. Countries Configuration

Fine-tune each destination country individually, or use bulk editing to apply a configuration across all countries at once:

• Recipient types — who can receive in this corridor (person, business).
• Delivery methods — bank transfer, mobile wallet, or cash pickup, per country.
• Currencies — the payout currencies available per country.

3. Fee Structure

Define your revenue model with full control over delivery fee and FX rate markups — per corridor, or applied globally across all countries:

4. Transaction Processing

Control what happens after a customer submits a transaction. These settings drive the optional integration hooks described in the Cross-Border Payments Integration Guide.

Transaction approval method:

• Automatic Submission — transactions are submitted directly to the processor for immediate handling; the fastest experience for your customers.
• Manual Review — transactions are routed to your internal team for review before final submission; you confirm or cancel each one via API or from the dashboard.

Balance Check Configuration — connect the live balance check described in the integration guide directly from the dashboard:

• Balance check endpoint — provide the URL of your balance API.
• Check on amount entry — verify the balance as soon as the customer enters a send amount.
• Final verification at submission — re-check the balance right before the transaction is submitted.
• Cover amount plus fees — require the available balance to cover both the send amount and applicable fees.

Transaction Amount Range — set minimum and maximum transaction amounts to keep sends within your program's limits.

Transaction History

View and manage every transaction record in your program. Filter by date range, status, currency, or keyword, and drill into individual records.

Transactions in Pending confirmation are those held for review under the Manual Review approval method, awaiting your team's confirm-or-cancel decision.

Customer Profiles

A profile is created for every sender and every recipient in your program, giving your operations and compliance teams a single view of each customer:

• Identity details — name, address, date of birth, and other information captured during the send flow.
• Payment details — bank account information and saved delivery methods.
• Transaction activity — the customer's history across your program.
• Compliance results — any findings from name screening and AML checks are surfaced directly on the profile, so your team can act on them without leaving the dashboard.

Reporting, Reconciliation & Integrations

Configure the operational plumbing behind your program.

Reporting

• Report frequency and export format for automated data exports.
• Report recipients — email addresses that receive reports automatically on your schedule.

Reconciliation

• Auto-reconciliation — reconcile transactions automatically each day.
• Discrepancy flagging — automatically flag reconciliation discrepancies for review.
• Tolerance threshold — the per-transaction dollar variance allowed before a discrepancy is flagged.

Compliance & Audit

• Enhanced audit logging — detailed activity logs for compliance requirements.
• AML transaction monitoring — monitor transactions for suspicious activity.
• Data retention period — control how long records are retained.

Integration Settings

Manage the technical connection points described in the integration guide, directly from the dashboard:

• API endpoint and API key for your balance check integration.
• Webhook URL for transaction status notifications.
• Real-time notifications — toggle webhook delivery of transaction updates.

Embedding the Dashboard

The Admin Dashboard is designed to live inside your own web application. Like the customer-facing Global Send experience, it is generated as a secure iframe and launched within your platform — your operations team works in one place, under your brand.

• Embedded delivery — the dashboard loads inside an iframe in your web app; no separate portal or login for your team to manage.
• Fully customizable — the dashboard adapts to your branding, and every operational setting it exposes is under your control.
• Safe change management — configuration changes follow a draft & publish workflow, so nothing reaches your customers until you decide it should.

Your VoPay integration contact will provision dashboard access and walk your team through the embedding steps during onboarding.