Home Page
What does the B2B Payments App home page show?
Overview
The Home page is the first screen after sign-in: an at-a-glance view of your workspace covering balances, common actions, and recent activity. Reach it from Sidebar → Home, or by clicking the Cybrid logo at the top of the sidebar.
Available actions
- Review balances for every account in your workspace, summarized under Your Accounts.
- Jump to common tasks with the three Quick Action buttons.
- See recent activity in the Recent Transactions panel.
- Open a transaction's full details by clicking any row in Recent Transactions.
- View the full history through the View All Transactions link.
Quick Actions
| Button | Opens |
|---|---|
| Send Money | The Send flow, where you pick a Contact and start a payment |
| Request Payment | The Receive page with your bank and wallet details to share |
| Add Funds | The Receive page so you can top up your own account |
Quick Actions are shortcuts — the same destinations are reachable from the sidebar.
Prerequisites
- An active sign-in session
- At least one account in your workspace (configured by your administrator) for balances to appear
Notes
- The Recent Transactions list does not refresh automatically. If you just sent or received a payment in another tab and don't see it, refresh the page.
- Balances update on page load. If a number looks off, refresh.
- No transactions yet? You'll see "No recent transactions" — expected for a new workspace.
- The Recent Transactions panel shows only the latest few entries. Use View All Transactions for the full list.
Related resources
- Accounts and Conversions — full account list and balances
- Payments — what the Send Money / Request Payment / Add Funds shortcuts go to
- Transactions — the full history
Updated 5 days ago