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Скачать или смотреть Wallester Business Tutorial 2025: Create Accounts, Cards, & Manage Transactions

  • Business Solution
  • 2024-06-18
  • 1454
Wallester Business Tutorial 2025: Create Accounts, Cards, & Manage Transactions
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Описание к видео Wallester Business Tutorial 2025: Create Accounts, Cards, & Manage Transactions

Welcome to our Wallester Business tutorial & demo video.
👉‍ Create Wallester free account: https://businessolution.org/get/walle...

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In this video, I'll provide a concise guide on how to use Wallester's business product. After successfully registering and signing in, you'll be redirected to the main dashboard page. On the right side, you can see your accounts, including the number of cards available and the current balance. On the left side, there's a control panel with your company name and management tools.

To get started, you'll need to top up your funds on the platform. Click the top-up button in the left corner, enter the amount you want to add, and generate an invoice for a bank transfer. You can download this invoice as a PDF for your accountant. After the transfer, navigate to the accounts tab to create sub-accounts for expenses. Here, you can manage the main account and sub-accounts, set daily and monthly limits, and view account statuses.

Next, I'll demonstrate how to create a test sub-account for managing specific expenses, such as Instagram ads. After creating the sub-account, you can top it up, make payments, and issue cards. You can also set limits and track expenses for each sub-account.

I'll also show you how to create both physical and virtual cards. For physical cards, you’ll need to input the cardholder's name, set a custom PIN, choose a delivery address, and select a delivery option. For virtual cards, you'll simply create a nickname, enter your phone number, and set a 3DS password for online purchases.

In the transactions page, you can track all transactions made with your cards. You can filter transactions by date and type, ensuring you have a comprehensive view of your expenses. Additionally, you can add card users and manage their access to specific cards.

The payments tab allows you to transfer money between your main and sub-accounts. You can also generate statements in PDF or Excel formats to keep detailed records of your transactions. For advanced users, Wallester provides API documentation to integrate their platform with your own systems.

Finally, I'll cover the affiliate program, support options, and company profile management. The company profile includes corporate documents, agreements, user roles, and shareholder information. You can also view and adjust limits for withdrawals, purchases, and online payments.

This guide will help you navigate Wallester's business product, manage your accounts and cards, and optimize your financial operations efficiently.

👉‍ Get FREE Wallester account: https://businessolution.org/get/walle...

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