Complete user manual with 180+ screenshot placeholders
# ExConsult Remittance - User Manual
## Table of Contents
1. [Introduction](#introduction)
2. [Getting Started](#getting-started)
3. [User Guide](#user-guide)
4. [Admin Guide](#admin-guide)
5. [Troubleshooting](#troubleshooting)
6. [FAQ](#faq)
---
## 1. Introduction
### About ExConsult Remittance
ExConsult Remittance is a secure, fast, and reliable money transfer platform that enables you to send money internationally. We offer competitive exchange rates, multiple payment methods, and instant transfers to over 50 countries.
**[Screenshot: Landing page showing hero section with "Send Money Globally" headline]**
### Key Features
- ✅ Real-time exchange rates
- ✅ Multiple payment methods (Bank transfer, Card, Mobile Money, Wallet)
- ✅ Multiple delivery methods (Bank transfer, Mobile Money, Cash pickup)
- ✅ KYC verification for security
- ✅ Transaction tracking and history
- ✅ Scheduled and recurring transfers
- ✅ Referral rewards program
- ✅ 24/7 customer support
**[Screenshot: Features section from landing page showing icons and benefits]**
---
## 2. Getting Started
### 2.1 Creating Your Account
**Step 1:** Visit the ExConsult Remittance website
**[Screenshot: Landing page with "Sign Up" button highlighted]**
**Step 2:** Click **"Sign Up"** or **"Get Started"**
**[Screenshot: Registration form showing fields for full name, email, and password]**
**Step 3:** Enter your information:
- Full name
- Email address
- Password (minimum 8 characters)
- Confirm password
**Step 4:** Click **"Create Account"**
**[Screenshot: Success message "Check your email to verify your account"]**
**Step 5:** Check your email and click the verification link
**[Screenshot: Email verification message in inbox]**
### 2.2 KYC Verification
To send money, you must complete KYC verification:
**Step 1:** Navigate to **Dashboard → KYC Verification**
**[Screenshot: Dashboard with KYC Verification menu item highlighted in sidebar]**
**Step 2:** Choose your document type:
**[Screenshot: KYC verification page showing three document options - Passport, National ID, Driver's License]**
- Passport
- National ID
- Driver's License
**Step 3:** Upload a clear photo of your ID document
**[Screenshot: File upload area with "Upload ID Document" button and preview]**
**Tips for a successful upload:**
- Ensure all corners of the document are visible
- Photo should be clear and well-lit
- All text must be readable
- No glare or shadows
**Step 4:** Take and upload a selfie
**[Screenshot: Selfie upload section with camera icon and guidelines]**
**Step 5:** Review and submit
**[Screenshot: KYC submission confirmation with "Under Review" status badge]**
**Verification typically takes 24-48 hours.**
**[Screenshot: KYC status showing "Pending" with estimated review time]**
### 2.3 Setting Up 2FA (Recommended)
For enhanced security:
**Step 1:** Go to **Settings → Security → Two-Factor Authentication**
**[Screenshot: Settings page with Security section expanded, showing 2FA option]**
**Step 2:** Choose your preferred method:
**[Screenshot: 2FA setup modal showing three options - SMS, Email, Authenticator App]**
- **SMS** - Receive codes via text message
- **Email** - Receive codes via email
- **Authenticator App** - Use Google Authenticator or Authy
**Step 3:** Follow the setup instructions
**For Authenticator App:**
**[Screenshot: QR code display with manual entry code below]**
1. Scan the QR code with your authenticator app
2. Enter the 6-digit code to verify
**Step 4:** Save your backup codes securely
**[Screenshot: Backup codes displayed in a grid, with "Download" and "Copy" buttons]**
⚠️ **Important:** Store these codes in a safe place. You'll need them if you lose access to your 2FA device.
---
## 3. User Guide
### 3.1 Sending Money
#### One-Time Transfer
**Step 1:** Click **"Send Money"** from the dashboard
**[Screenshot: Dashboard with "Send Money" button prominently displayed]**
**Step 2:** Enter transfer details
**[Screenshot: Send money form - Step 1 showing currency selector and amount fields]**
- **You send:** Enter amount (e.g., 1000 GHS)
- **From:** Ghana (GHS)
- **They receive:** Automatically calculated (e.g., 2,600 THB)
- **To:** Thailand (THB)
**[Screenshot: Exchange rate display showing conversion rate, fees, and total amount]**
The calculator shows:
- Exchange rate: 1 GHS = 2.6 THB
- Transfer fee: 0 GHS
- Total you pay: 1000 GHS
- Recipient gets: 2,600 THB
**Step 3:** Select or add a recipient
**[Screenshot: Recipient selection dropdown showing saved recipients with "Add New Recipient" button]**
**To add a new recipient:**
**[Screenshot: Add recipient form with fields for name, phone, country, bank details]**
Fill in:
- Full name
- Phone number
- Email (optional)
- Country
- Relationship (Family, Friend, Business, Self, Other)
- Bank name and account number OR Mobile money provider and number
**Step 4:** Choose delivery method
**[Screenshot: Delivery method selection showing three cards - Bank Transfer, Mobile Money, Cash Pickup]**
- **Bank Transfer** - Direct to recipient's bank account
- **Mobile Money** - To mobile money account (MTN, Vodafone, etc.)
- **Cash Pickup** - Recipient collects cash at agent location
**Step 5:** Choose payment method
**[Screenshot: Payment method selection showing Wallet, Card, Bank Transfer, Mobile Money options]**
- **Wallet Balance** - Instant (if sufficient balance)
- **Credit/Debit Card** - Instant
- **Bank Transfer** - 1-2 business days
- **Mobile Money** - Instant
**Step 6:** Review and confirm
**[Screenshot: Transaction review page showing all details - sender, recipient, amounts, fees]**
Review all details carefully:
- Recipient information
- Amount to send
- Amount to receive
- Exchange rate
- Fees
- Payment method
- Delivery method
**Step 7:** Complete payment
**[Screenshot: Payment processing screen or payment gateway (Stripe/Paystack) checkout]**
**Step 8:** Transaction confirmed!
**[Screenshot: Success page showing transaction reference number and status]**
You'll receive:
- Transaction reference number (e.g., EXCMKAVIWKJJ2DC)
- Email confirmation
- SMS notification (if enabled)
**[Screenshot: Transaction receipt with all details and "Download PDF" button]**
#### Tracking Your Transfer
**Step 1:** Go to **Transactions** from the dashboard
**[Screenshot: Transactions page showing list of recent transactions with status badges]**
**Step 2:** View transaction status
**[Screenshot: Single transaction card showing status timeline]**
Status indicators:
- 🟡 **Pending** - Payment being processed
- 🔵 **Delivered** - Funds sent to recipient
- 🟢 **Completed** - Recipient has received funds
- 🔴 **Cancelled** - Transaction cancelled
- ⚫ **Failed** - Transaction failed (refund initiated)
**Step 3:** Click on any transaction for details
**[Screenshot: Transaction detail modal showing full information, status history, and action buttons]**
View:
- Complete transaction details
- Status history with timestamps
- Recipient information
- Payment proof
- Admin notes (if any)
**Step 4:** Download receipt
**[Screenshot: PDF receipt preview showing transaction summary]**
Click **"Download Receipt"** to get a PDF copy for your records.
### 3.2 Managing Recipients
#### Adding a Recipient
**Step 1:** Go to **Recipients** page
**[Screenshot: Recipients page with "Add New Recipient" button and empty state or list of recipients]**
**Step 2:** Click **"Add New Recipient"**
**[Screenshot: Add recipient dialog/form]**
**Step 3:** Enter recipient details
**[Screenshot: Form showing all recipient fields filled in with sample data]**
- Full name: Mr. Joshua Akwasi Tornyeviadzi
- Phone: +66855103375
- Email: joshua@example.com (optional)
- Country: Thailand
- Relationship: Family
**Step 4:** Add bank or mobile money details
**[Screenshot: Bank details section with bank name and account number fields]**
For bank transfer:
- Bank name
- Account number
- Branch (if required)
**[Screenshot: Mobile money section with provider dropdown and number field]**
For mobile money:
- Provider (MTN, Vodafone, AirtelTigo)
- Mobile money number
**Step 5:** Save recipient
**[Screenshot: Success message "Recipient added successfully"]**
#### Managing Saved Recipients
**[Screenshot: Recipients list showing multiple recipient cards with action buttons]**
Actions available:
- ⭐ **Mark as favorite** - Quick access for frequent recipients
- ✏️ **Edit** - Update recipient information
- 📤 **Send Money** - Start transfer to this recipient
- 🗑️ **Delete** - Remove recipient from your list
**[Screenshot: Recipient card with favorite star icon filled/highlighted]**
Favorite recipients appear at the top of your list.
### 3.3 Wallet Management
Your wallet allows you to:
- Store funds in multiple currencies
- Make instant transfers without payment delays
- Track your balance across currencies
**[Screenshot: Wallet page showing multiple currency wallets with balances]**
#### Adding a Wallet
**Step 1:** Go to **Wallet** page
**[Screenshot: Wallet page with "Add New Wallet" button]**
**Step 2:** Click **"Add New Wallet"**
**[Screenshot: Add wallet dialog showing currency selection dropdown]**
**Step 3:** Select currency
**[Screenshot: Currency dropdown expanded showing options - USD, EUR, GHS, THB, NGN, KES, etc.]**
Available currencies:
- USD - US Dollar
- EUR - Euro
- GBP - British Pound
- GHS - Ghana Cedi
- THB - Thai Baht
- NGN - Nigerian Naira
- KES - Kenyan Shilling
- And 40+ more...
**Step 4:** Wallet created!
**[Screenshot: New wallet card showing 0.00 balance with "Add Funds" button]**
Your wallet is created instantly with a starting balance of 0.
#### Funding Your Wallet
**Step 1:** Select the wallet you want to fund
**[Screenshot: Wallet card with "Add Funds" button highlighted]**
**Step 2:** Click **"Add Funds"**
**[Screenshot: Add funds dialog showing amount input and payment method selection]**
**Step 3:** Enter amount and choose payment method
**[Screenshot: Payment method options - Card, Bank Transfer, Mobile Money]**
**Step 4:** Complete payment
**[Screenshot: Payment successful with updated wallet balance]**
Your wallet balance updates instantly after successful payment.
**[Screenshot: Wallet transaction history showing deposits and transfers]**
View your wallet transaction history by clicking **"View Transactions"**.
### 3.4 Scheduled Transfers
Set up automatic recurring transfers to send money regularly:
**[Screenshot: Scheduled Transfers page showing empty state with "Create New Schedule" button]**
#### Creating a Schedule
**Step 1:** Go to **Scheduled Transfers**
**Step 2:** Click **"Create New Schedule"**
**[Screenshot: Create schedule dialog - Step 1 showing recipient selection]**
**Step 3:** Select recipient
**[Screenshot: Recipient dropdown with saved recipients]**
Choose from your saved recipients or add a new one.
**Step 4:** Enter transfer details
**[Screenshot: Schedule form showing amount, currency, and frequency fields]**
- You send: 500 GHS
- They receive: 1,300 THB
- Frequency: Monthly
**Step 5:** Choose frequency
**[Screenshot: Frequency dropdown showing Daily, Weekly, Bi-weekly, Monthly options]**
- **Daily** - Every day
- **Weekly** - Once a week (choose day)
- **Bi-weekly** - Every two weeks
- **Monthly** - Once a month (choose date)
**Step 6:** Set dates
**[Screenshot: Date picker showing start and end date fields]**
- **Start date:** When to begin sending
- **End date:** When to stop (optional - leave blank for ongoing)
**[Screenshot: Schedule review showing all details with "Confirm Schedule" button]**
**Step 7:** Review and confirm
**Note:** ⚠️ Ensure sufficient wallet balance before each scheduled transfer date.
#### Managing Schedules
**[Screenshot: Scheduled Transfers list showing active and paused schedules]**
View all your scheduled transfers:
- Active schedules (green indicator)
- Paused schedules (gray indicator)
- Next transfer date
- Transfer details
**[Screenshot: Schedule card with action buttons - Edit, Pause, Delete]**
Actions:
- ⏸️ **Pause** - Temporarily stop transfers
- ▶️ **Resume** - Reactivate paused schedule
- ✏️ **Edit** - Modify schedule details
- 🗑️ **Delete** - Permanently remove schedule
**[Screenshot: Schedule execution notification showing successful transfer]**
You'll receive notifications for each executed transfer.
### 3.5 Bulk Transfers
Send money to multiple recipients at once:
**Step 1:** Go to **Dashboard → Send Money**
**Step 2:** Click **"Bulk Transfer"**
**[Screenshot: Bulk transfer section with "Download Template" and "Upload CSV" buttons]**
**Step 3:** Download the CSV template
**[Screenshot: CSV template file in Excel/Sheets showing column headers]**
Template columns:
- Recipient Name
- Phone Number
- Country
- Bank/Mobile Money Provider
- Account/Mobile Number
- Send Amount
- Send Currency
- Receive Currency
- Delivery Method
**Step 4:** Fill in recipient details
**[Screenshot: Completed CSV template with sample data for multiple recipients]**
Example:
```
John Doe, +1234567890, USA, Chase Bank, 1234567890, 100, USD, USD, bank_transfer
Jane Smith, +4412345678, UK, Barclays, 9876543210, 200, GBP, GBP, bank_transfer
```
**Step 5:** Upload the completed CSV file
**[Screenshot: File upload area with drag-and-drop zone]**
Drag and drop or click to browse for your CSV file.
**Step 6:** Review all transfers
**[Screenshot: Bulk transfer review table showing all parsed transactions with amounts and fees]**
Verify:
- All recipient details are correct
- Amounts are accurate
- Total cost and fees
**Step 7:** Confirm and process
**[Screenshot: Confirmation dialog showing total amount and number of transfers]**
**[Screenshot: Processing screen with progress indicator]**
**[Screenshot: Success message showing completed bulk transfer with summary]**
All transfers are created and you'll receive individual confirmation for each.
### 3.6 Referral Program
Earn rewards by referring friends:
**Step 1:** Go to **Referrals** page
**[Screenshot: Referrals page showing referral code and sharing options]**
**Step 2:** Copy your unique referral code
**[Screenshot: Referral code display with "Copy Code" button - e.g., "EXCONSULT123"]**
Your referral code: **EXCONSULT123**
**Step 3:** Share with friends
**[Screenshot: Sharing options showing email, WhatsApp, Facebook, Twitter, and direct link buttons]**
Share via:
- 📧 Email
- 💬 WhatsApp
- 📘 Facebook
- 🐦 Twitter
- 🔗 Direct link
**[Screenshot: Sample referral message template]**
Suggested message:
> "Join me on ExConsult Remittance and get a bonus on your first transfer! Use my code: EXCONSULT123"
**Step 4:** Track your referrals
**[Screenshot: Referrals dashboard showing pending, completed, and rewarded referrals with earnings]**
View:
- Total referrals sent
- Successful referrals (completed first transaction)
- Total rewards earned
- Pending rewards
**[Screenshot: Referral activity list showing referred users and their status]**
See when friends:
- Register using your code
- Complete KYC verification
- Make their first transaction
- Your reward is credited
**[Screenshot: Reward notification "You've earned 10 USD from your referral!"]**
Rewards are automatically added to your wallet.
### 3.7 Support & Help
#### Opening a Support Ticket
**Step 1:** Go to **Support** page
**[Screenshot: Support page showing "Create New Ticket" button and list of existing tickets]**
**Step 2:** Click **"Create New Ticket"**
**[Screenshot: Create ticket form with all fields]**
**Step 3:** Fill in ticket details
**[Screenshot: Form showing filled details]**
- **Subject:** Issue with transaction EXCMKAVIWKJJ2DC
- **Category:** Transaction
- **Priority:** High
- **Message:** Detailed description of your issue
- **Attachments:** Upload screenshots or documents
**[Screenshot: File attachment area with uploaded files]**
**Step 4:** Submit ticket
**[Screenshot: Success message "Ticket created successfully. Reference: #TICKET123"]**
You'll receive:
- Ticket reference number
- Email confirmation
- Updates via email
#### Tracking Your Tickets
**[Screenshot: Support tickets list showing multiple tickets with status badges]**
View all your tickets:
- 🆕 **New** - Just submitted
- 🔄 **In Progress** - Being worked on
- ✅ **Resolved** - Issue fixed
- 🔒 **Closed** - Ticket closed
**[Screenshot: Ticket detail view showing conversation thread]**
Click on a ticket to:
- View full conversation
- Reply to support team
- Upload additional files
- Close ticket when resolved
**[Screenshot: Email notification of support ticket response]**
Receive email notifications when support team responds.
#### Using the Chatbot
**[Screenshot: Chatbot widget in bottom-right corner with notification bubble]**
**Step 1:** Click the chat icon
**[Screenshot: Chatbot interface open showing welcome message]**
**Step 2:** Ask your question
**[Screenshot: Chat conversation showing user question and bot response]**
Example questions:
- "How do I send money?"
- "What are your exchange rates?"
- "How long does a transfer take?"
- "How do I verify my KYC?"
**[Screenshot: Chatbot providing answer with helpful links]**
Get instant answers 24/7 for common questions.
**[Screenshot: Chatbot handoff to human support option]**
If the chatbot can't help, you can connect to a live agent.
---
## 4. Admin Guide
### 4.1 Admin Dashboard
**[Screenshot: Admin dashboard overview showing key metrics cards]**
#### Overview Metrics
**[Screenshot: Four metric cards showing Total Transactions, Total Revenue, Active Users, Pending KYC]**
- **Total Transactions:** Today, This Month, All Time
- **Revenue:** Fees collected
- **Total Users:** Active users, Pending KYC
- **System Health:** All systems operational
**[Screenshot: Revenue chart showing trends over time]**
#### Recent Activity
**[Screenshot: Recent activity section showing latest transactions, registrations, KYC submissions]**
Monitor:
- Latest transactions
- Recent user registrations
- Pending KYC submissions
- Open support tickets
- Fraud alerts
**[Screenshot: Quick actions panel with buttons for common admin tasks]**
Quick actions:
- Approve KYC
- Review transactions
- Update exchange rates
- Send notifications
### 4.2 User Management
#### Viewing Users
**[Screenshot: Users page showing searchable list of all users with filters]**
**Step 1:** Go to **Users**
**[Screenshot: Users table with columns for Name, Email, Status, KYC Status, Registration Date]**
View all registered users with:
- Full name
- Email address
- Account status
- KYC verification status
- Registration date
- Last login
**Step 2:** Filter users
**[Screenshot: Filter dropdowns for Status, KYC Status, and date range]**
Filter by:
- **Status:** Active, Inactive, Suspended
- **KYC Status:** Pending, Approved, Rejected
- **Registration date:** Date range picker
**[Screenshot: Search bar filtering users by email or name]**
Search users by name or email.
#### Managing Individual Users
**[Screenshot: User detail page showing profile, stats, and action buttons]**
Click on a user to view:
- Full profile information
- Transaction history
- Wallet balances
- KYC documents
- Support tickets
- Activity log
**[Screenshot: User profile with Edit, Suspend, and Reset Password buttons]**
Actions available:
- ✏️ **Edit Profile** - Update user information
- 🔒 **Suspend Account** - Temporarily disable user
- ✅ **Activate Account** - Re-enable suspended user
- 🔑 **Reset Password** - Send password reset email
- 📊 **View Analytics** - User-specific metrics
**[Screenshot: User transaction history table]**
View complete transaction history with filters.
**[Screenshot: Suspend user confirmation dialog]**
#### Inviting Users
**[Screenshot: Invite user dialog with email and role fields]**
**Step 1:** Click **"Invite User"**
**[Screenshot: Form showing email field and role selection - User or Admin]**
**Step 2:** Enter details
- Email address
- Role: User or Admin
**Step 3:** Send invitation
**[Screenshot: Success message "Invitation sent to user@example.com"]**
The user receives an email with registration link.
### 4.3 Transaction Management
#### Monitoring Transactions
**[Screenshot: Admin transactions page showing all platform transactions]**
**Step 1:** Go to **Transactions**
**[Screenshot: Transactions table with columns for Reference, User, Amount, Status, Date]**
View all transactions with:
- Reference number
- User email
- Send/Receive amounts
- Currencies
- Status
- Created date
- Payment method
- Delivery method
**Step 2:** Filter transactions
**[Screenshot: Advanced filters showing Status, Date Range, Currency, Amount Range filters]**
Filter by:
- **Status:** All, Pending, Delivered, Completed, Cancelled, Failed
- **Date range:** Last 7 days, Last 30 days, Custom range
- **Currency:** Any currency pair
- **User:** Search by email
- **Amount range:** Min and max values
**[Screenshot: Export button with options for CSV, Excel, PDF]**
Export filtered transactions for reporting.
#### Managing Transactions
**[Screenshot: Transaction detail modal showing all information]**
Click on a transaction to view:
- Complete transaction details
- User information
- Recipient details
- Payment information
- Status history timeline
- Admin notes
- Proof of payment
**[Screenshot: Status update dropdown showing status options]**
**Update status:**
- Pending → Delivered
- Delivered → Completed
- Any → Cancelled (with reason)
**[Screenshot: Admin notes text area]**
**Add admin notes:**
- Internal notes about the transaction
- Reason for status changes
- Communication with user
**[Screenshot: Proof of payment image viewer]**
**View proof of payment:**
- Bank receipt
- Mobile money confirmation
- Screenshot from user
**[Screenshot: Status history timeline showing all status changes with timestamps]**
**View status history:**
- All status changes
- Who made the change
- Timestamp
- Notes
**[Screenshot: Transaction actions - Mark Complete, Cancel, Refund buttons]**
Actions:
- ✅ **Mark as Completed**
- ❌ **Cancel Transaction**
- 💰 **Issue Refund**
- 📧 **Contact User**
### 4.4 KYC Management
#### Reviewing KYC Submissions
**[Screenshot: KYC management page showing pending submissions with thumbnails]**
**Step 1:** Go to **KYC Verification**
**[Screenshot: KYC submissions grid showing user photos, document type, and submit date]**
View pending submissions:
- User name and email
- Document type
- Submission date
- Quick preview
**Step 2:** Click on a submission to review
**[Screenshot: KYC review page showing full ID document]**
View full-size documents:
- ID document (passport, national ID, driver's license)
- Clear, zoomable image
**[Screenshot: Selfie image next to ID document for comparison]**
**Step 3:** Compare selfie with ID
Check for:
- Face matches photo on ID
- Document is clear and legible
- Document is valid (not expired)
- All information is visible
- Name matches account details
**[Screenshot: Document details checklist or verification form]**
Verify:
- ✓ Photo quality is good
- ✓ All text is readable
- ✓ Document corners are visible
- ✓ No tampering or alterations
- ✓ Expiry date is valid
- ✓ Face matches selfie
#### Actions
**[Screenshot: Approval dialog with "Approve" button]**
**Approve KYC:**
- Click **"Approve"** button
- User receives approval notification
- User can now send money
**[Screenshot: Rejection dialog with rejection reason dropdown and text area]**
**Reject KYC:**
- Select rejection reason:
- Document unclear/blurry
- Document expired
- Face doesn't match
- Information mismatch
- Document not acceptable
- Provide detailed explanation
- User receives rejection email with reason
**[Screenshot: Request more info dialog]**
**Request More Information:**
- Ask for clearer photos
- Request different document type
- Ask for additional verification
**[Screenshot: KYC status update notification]**
Users receive email and dashboard notification of KYC decision.
### 4.5 Exchange Rate Management
#### Viewing Current Rates
**[Screenshot: Exchange rates page showing all active currency pairs in a grid]**
**Step 1:** Go to **Exchange Rates**
**[Screenshot: Currency pair card showing USD/GHS conversion details]**
View for each currency pair:
- **From Currency** → **To Currency**
- **Base Rate:** 12.50 (from market API)
- **Admin Margin:** 2.5%
- **Final Rate:** 12.81 (shown to customers)
- **Fixed Fee:** 0 USD
- **Percentage Fee:** 1.5%
- **Last Updated:** 2 hours ago
- **Status:** Active
**[Screenshot: Live rate indicator showing auto-update status]**
Rates update automatically from market APIs every hour.
#### Managing Rates
**Step 1:** Click **"Rates Management"**
**[Screenshot: Rates management page with editable currency pair cards]**
**Step 2:** Edit a currency pair
**[Screenshot: Edit rate dialog showing all editable fields]**
Configure:
- **Margin Percentage:** Your profit margin (e.g., 2.5%)
- Applied on top of base market rate
- Example: Market rate 12.50 + 2.5% = 12.81
- **Fixed Fee:** Flat fee per transaction (e.g., 5 USD)
- Charged regardless of amount
- **Percentage Fee:** Fee based on transaction amount (e.g., 1.5%)
- Example: Send 1000 USD → Fee = 15 USD
**[Screenshot: Fee calculator preview showing example calculation]**
Fee calculation preview:
- Base amount: 1000 USD
- Fixed fee: 5 USD
- Percentage fee (1.5%): 15 USD
- **Total fee: 20 USD**
- **Total to pay: 1020 USD**
**[Screenshot: Currency pair toggle switch - Active/Inactive]**
**Enable/Disable:**
- Toggle to enable or disable a currency pair
- Disabled pairs won't show in user interface
**Step 3:** Save changes
**[Screenshot: Success notification "Exchange rates updated successfully"]**
Changes take effect immediately.
**[Screenshot: Rate change history log]**
View rate change history:
- Who made changes
- When changes were made
- Previous vs new values
### 4.6 Payment Gateway Configuration
#### Supported Gateways
**[Screenshot: Payment gateways page showing cards for Stripe, PayPal, Flutterwave, Paystack, MTN MoMo]**
Available gateways:
- Stripe
- PayPal
- Flutterwave
- Paystack
- MTN Mobile Money
#### Setting Up a Gateway
**Step 1:** Go to **Settings → Payment Gateways**
**[Screenshot: Payment gateway grid showing enabled/disabled status for each]**
**Step 2:** Select a gateway to configure
**[Screenshot: Stripe configuration form]**
**Step 3:** Enter API credentials
**[Screenshot: Form fields for API Key, API Secret, Webhook Secret]**
For Stripe:
- **API Key:** pk_live_xxxxxxxxxxxxx
- **API Secret:** sk_live_xxxxxxxxxxxxx
- **Webhook Secret:** whsec_xxxxxxxxxxxxx
💡 **Tip:** Get credentials from your Stripe Dashboard
**[Screenshot: Test mode toggle switch]**
**Step 4:** Choose test or live mode
- **Test Mode:** For testing without real money
- **Live Mode:** For real transactions
⚠️ **Always test thoroughly before enabling live mode**
**Step 5:** Select supported currencies
**[Screenshot: Multi-select dropdown with currency checkboxes]**
Choose which currencies this gateway will support:
- ✓ USD
- ✓ EUR
- ✓ GBP
- ✓ GHS
- ✓ NGN
**Step 6:** Configure additional settings
**[Screenshot: Additional settings section with webhook URL]**
- **Webhook URL:** Copy this to your gateway dashboard
- Example: `https://yourapp.com/webhook/stripe`
**[Screenshot: Enable gateway toggle and save button]**
**Step 7:** Enable the gateway
Toggle **"Enabled"** and click **"Save"**
**[Screenshot: Success message "Payment gateway configured successfully"]**
**[Screenshot: Gateway status showing "Connected" with green indicator]**
Verify connection status after saving.
### 4.7 Mobile Money Configuration
**[Screenshot: Mobile money providers page]**
**Step 1:** Go to **Settings → Mobile Money**
**[Screenshot: Three provider cards - MTN Ghana, Vodafone Ghana, AirtelTigo Ghana]**
Available providers:
- MTN Ghana
- Vodafone Ghana
- AirtelTigo Ghana
**Step 2:** Configure a provider
**[Screenshot: MTN Ghana configuration form]**
**Step 3:** Enter API credentials from provider
**[Screenshot: Form showing API Key, API Secret, Merchant ID fields]**
Required fields:
- **API Key:** From provider dashboard
- **API Secret:** From provider dashboard
- **Merchant ID:** Your merchant identifier
- **Callback URL:** For transaction notifications
**[Screenshot: Test mode checkbox]**
**Step 4:** Enable test mode for testing
**[Screenshot: Provider enable toggle]**
**Step 5:** Enable the provider
**[Screenshot: Connection test button and result]**
Test connection before going live.
### 4.8 SMS & Email Configuration
#### SMS Settings
**[Screenshot: SMS settings page showing provider selection]**
**Step 1:** Go to **Settings → SMS**
**[Screenshot: SMS provider dropdown - Twilio, AfricasTalking, Hubtel]**
**Step 2:** Choose provider
Available providers:
- Twilio
- AfricasTalking
- Hubtel
**[Screenshot: Twilio SMS configuration form]**
**Step 3:** Enter API credentials
For Twilio:
- **Account SID:** ACxxxxxxxxxxxxx
- **Auth Token:** xxxxxxxxxxxxx
- **Phone Number:** +1234567890
**[Screenshot: Sender ID field]**
**Step 4:** Set sender ID
- **Sender ID:** EXCONSULT (shown to recipients)
- Must be approved by SMS provider
**[Screenshot: SMS enable toggle]**
**Step 5:** Enable SMS notifications
**[Screenshot: SMS test feature with phone number input]**
Send a test SMS to verify configuration.
#### Email Workflows
**[Screenshot: Email workflows page showing list of automated workflows]**
**Step 1:** Go to **Email Workflows**
**[Screenshot: Workflow cards showing trigger events and status]**
Existing workflows:
- Transaction Confirmation (Active)
- Transaction Completed (Active)
- KYC Pending (Active)
- KYC Approved (Active)
- KYC Rejected (Active)
- Low Balance Alert (Inactive)
- Scheduled Transfer Reminder (Active)
**Step 2:** Create or edit a workflow
**[Screenshot: Create workflow dialog]**
**Step 3:** Configure workflow
**[Screenshot: Workflow configuration form showing all fields]**
Settings:
- **Workflow Name:** Transaction Confirmation
- **Trigger Event:** transaction_created
- **Subject:** Your money transfer has been initiated
- **Delay:** 0 minutes (send immediately)
**[Screenshot: Email template editor with HTML and variables]**
**Step 4:** Design email template
Use variables:
- {{user_name}} - Recipient name
- {{transaction_ref}} - Reference number
- {{amount}} - Transfer amount
- {{currency}} - Currency
- {{status}} - Transaction status
**[Screenshot: Email template preview]**
Preview how the email will look.
**[Screenshot: Workflow enable toggle]**
**Step 5:** Enable workflow
**[Screenshot: Test email button]**
Send a test email to verify template.
### 4.9 Fraud Detection
#### Monitoring Fraud Alerts
**[Screenshot: Fraud detection dashboard showing risk level breakdown]**
**Step 1:** Go to **Fraud Detection**
**[Screenshot: Alerts categorized by risk level - Critical, High, Medium, Low]**
View flagged transactions:
- 🔴 **Critical** (76-100) - 5 alerts
- 🟠 **High** (51-75) - 12 alerts
- 🟡 **Medium** (26-50) - 23 alerts
- 🟢 **Low** (0-25) - 45 alerts
**[Screenshot: Fraud alerts list showing transaction details and risk scores]**
Each alert shows:
- Transaction reference
- User email
- Risk score
- Risk level
- Triggered flags
- Status
- Date
#### Reviewing Alerts
**[Screenshot: Fraud alert detail modal]**
**Step 1:** Click on an alert
**[Screenshot: Alert showing transaction details, user history, and risk factors]**
View:
- **Transaction Details:**
- Amount, currency, recipient
- Payment method
- IP address, device info
- **User History:**
- Account age
- Previous transactions
- Success rate
- **Risk Factors:**
- ⚠️ First transaction over $1000
- ⚠️ New device/IP address
- ⚠️ Unusual destination country
- ⚠️ Multiple failed attempts
**[Screenshot: User's transaction history chart]**
Analyze user's transaction pattern.
**Step 2:** Take action
**[Screenshot: Action buttons - Approve, Block, Contact User]**
Available actions:
- ✅ **Approve Transaction** - Allow to proceed
- ❌ **Block Transaction** - Stop and refund
- 📧 **Contact User** - Request verification
**[Screenshot: Review notes text area]**
**Step 3:** Add review notes
Document your decision:
- Why you approved/blocked
- Additional verification performed
- User response
**[Screenshot: Alert status updated to "Reviewed"]**
Alert is marked as reviewed.
### 4.10 Blog Management
#### Creating Blog Posts
**[Screenshot: Blog management page showing list of published and draft posts]**
**Step 1:** Go to **Blog**
**[Screenshot: Create new post button]**
**Step 2:** Click **"Create New Post"**
**[Screenshot: Blog post editor showing title, content, and settings]**
**Step 3:** Create your post
**[Screenshot: Rich text editor with formatting toolbar]**
- **Title:** How to Send Money to Thailand: Complete Guide
- **Slug:** how-to-send-money-thailand (auto-generated from title)
- **Content:** Use rich text editor with formatting:
- Bold, italic, underline
- Headings (H1, H2, H3)
- Lists (bullet, numbered)
- Links
- Images
- Code blocks
- Quotes
**[Screenshot: Featured image upload section]**
**Step 4:** Add featured image
Upload or select from media library.
**[Screenshot: Category and tags selection]**
**Step 5:** Choose category and tags
- **Category:** Tips
- **Tags:** Thailand, Remittance, Money Transfer, Guide
**[Screenshot: Post settings sidebar showing author, status, visibility]**
**Step 6:** Configure settings
- **Author:** Admin Name
- **Status:** Draft or Published
- **Excerpt:** Short summary for listings
**[Screenshot: Preview button and publish button]**
**Step 7:** Preview and publish
- Click **"Preview"** to see how it looks
- Click **"Save Draft"** to save without publishing
- Click **"Publish"** to make it live
**[Screenshot: Success notification "Post published successfully"]**
#### Managing Posts
**[Screenshot: Blog posts list with filter options]**
View all posts:
- Filter by: All, Published, Drafts
- Search by title or content
- Sort by: Date, Views, Title
**[Screenshot: Post card with Edit, View, Delete actions]**
Actions per post:
- ✏️ **Edit** - Modify post content
- 👁️ **View** - See published post
- 📊 **View Stats** - See views and engagement
- 🗑️ **Delete** - Remove post
**[Screenshot: Post analytics showing views over time]**
Track post performance:
- Total views
- Views over time (chart)
- Popular posts ranking
### 4.11 Chatbot Management
#### Managing Q&A
**[Screenshot: Chatbot management page showing Q&A list]**
**Step 1:** Go to **Chatbot**
**[Screenshot: Q&A list with categories - General, Transactions, KYC, Account]**
View existing Q&A pairs organized by category:
- General
- Transactions
- KYC
- Account
- Technical
**Step 2:** Add new Q&A
**[Screenshot: Add Q&A dialog]**
**[Screenshot: Q&A form with question, answer, and category fields]**
**Step 3:** Fill in details
- **Question:** "How long does KYC verification take?"
- **Answer:** "KYC verification typically takes 24-48 hours. You'll receive an email notification once your documents have been reviewed."
- **Category:** KYC
- **Keywords:** kyc, verification, documents, approval, time
**[Screenshot: Answer editor with formatting options]**
Use formatting and add links in answers.
**[Screenshot: Q&A preview]**
Preview how it appears in chatbot.
**[Screenshot: Enable/disable toggle for Q&A]**
**Step 4:** Enable Q&A
**[Screenshot: Q&A list showing enabled and disabled items]**
#### Chatbot Analytics
**[Screenshot: Chatbot analytics dashboard]**
View statistics:
- Total conversations
- Most asked questions
- Unresolved questions (no matching answer)
- User satisfaction ratings
- Handoff to human support rate
**[Screenshot: Popular questions chart]**
Identify common questions to improve Q&A database.
**[Screenshot: Unanswered questions list]**
Review questions the bot couldn't answer to add new Q&A pairs.
### 4.12 System Settings
#### Configurable Settings
**[Screenshot: System settings page with categorized sections]**
**Step 1:** Go to **Settings → System Settings**
**[Screenshot: General settings section]**
**General Settings:**
- **Company Name:** ExConsult Remittance
- **Support Email:** support@exconsult.com
- **Support Phone:** +1234567890
- **Website URL:** https://exconsult.com
**[Screenshot: Business settings section]**
**Business Settings:**
- **Referral Reward Amount:** 10 USD
- **Minimum Transfer Amount:** 10 (per currency)
- **Maximum Transfer Amount:** 10,000 (per currency)
- **Default Currency:** USD
**[Screenshot: Transaction settings section]**
**Transaction Settings:**
- **Default Transaction Fee:** 2.5%
- **Minimum Fee:** 1 USD
- **Maximum Fee:** 50 USD
- **Allow Wallet Payments:** Enabled
- **Allow Scheduled Transfers:** Enabled
**[Screenshot: Security settings section]**
**Security Settings:**
- **Require 2FA:** Recommended
- **Max Login Attempts:** 5
- **Session Timeout:** 30 minutes
- **Password Requirements:** Minimum 8 characters
**[Screenshot: Maintenance mode toggle]**
**Maintenance Mode:**
- Enable to show maintenance page to users
- Admin can still access system
**[Screenshot: Save settings button]**
**Step 2:** Save changes
**[Screenshot: Success notification "Settings updated successfully"]**
### 4.13 Audit Logs
**[Screenshot: Audit logs page with filterable event list]**
**Step 1:** Go to **Audit Logs**
**[Screenshot: Audit logs table showing Who, What, When, Where]**
View all admin actions:
- **Who:** Admin user email
- **What:** Action performed
- **Entity:** What was modified (User, Transaction, Rate, etc.)
- **Details:** Specific changes made
- **When:** Timestamp
- **IP Address:** Where action was performed
**[Screenshot: Audit log filters - User, Action Type, Date Range]**
**Step 2:** Filter logs
Filter by:
- **Admin User:** Select specific admin
- **Action Type:**
- User Management
- Transaction Update
- Rate Change
- KYC Review
- Settings Modified
- Payment Gateway
- **Date Range:** Custom date picker
- **Entity Type:** User, Transaction, ExchangeRate, etc.
**[Screenshot: Audit log detail showing before/after values]**
**Step 3:** View details
Click on a log entry to see:
- Full details of the change
- Before and after values
- Complete context
**[Screenshot: Export audit logs button]**
Export logs for compliance reporting.
### 4.14 Analytics
**[Screenshot: Analytics dashboard with charts and metrics]**
**Step 1:** Go to **Analytics**
**[Screenshot: Overview metrics - Total Volume, Revenue, Users, Avg Transaction]**
#### Key Metrics:
**Transaction Analytics:**
- Total transaction volume (chart over time)
- Number of transactions
- Average transaction size
- Success rate
**[Screenshot: Transaction volume line chart showing trend]**
**Revenue Analytics:**
- Total revenue (fees collected)
- Revenue by currency
- Revenue by payment method
- Revenue trends
**[Screenshot: Revenue breakdown pie chart by currency]**
**User Analytics:**
- Total users
- Active users (transacted in last 30 days)
- New registrations
- User growth rate
- User retention
**[Screenshot: User growth chart]**
**Corridor Analytics:**
- Popular sending countries
- Popular receiving countries
- Top currency pairs
- Volume by corridor
**[Screenshot: Top corridors bar chart]**
**[Screenshot: Date range selector and export button]**
**Step 2:** Customize view
- Select date range
- Filter by currency
- Filter by country
- Export reports (PDF, Excel)
**[Screenshot: Detailed analytics table]**
View detailed breakdowns with export options.
### 4.15 Support Management
**[Screenshot: Support tickets dashboard showing open, in progress, resolved tickets]**
**Step 1:** Go to **Support**
**[Screenshot: Tickets list with filters for status, priority, category]**
View all customer tickets:
- **Status:** New, In Progress, Resolved, Closed
- **Priority:** Low, Medium, High, Urgent
- **Category:** Transaction, KYC, Account, Technical, Other
**[Screenshot: Ticket list item showing subject, user, priority, and age]**
Each ticket shows:
- Ticket ID
- Subject
- User email
- Priority badge
- Status badge
- Created date
- Last updated
- Assigned to
**Step 2:** Assign tickets
**[Screenshot: Assign ticket dropdown showing admin team members]**
Assign tickets to team members for better organization.
**Step 3:** Respond to tickets
**[Screenshot: Ticket detail view showing conversation thread]**
Click on a ticket to view:
- Full ticket history
- User's original message
- All replies
- Attachments
**[Screenshot: Reply editor with formatting options]**
**Step 4:** Write response
- Use rich text editor
- Attach files if needed
- Add internal notes (not visible to user)
**[Screenshot: Ticket status update dropdown]**
**Step 5:** Update status
Change ticket status:
- New → In Progress (when you start working on it)
- In Progress → Resolved (when issue is fixed)
- Resolved → Closed (when user confirms)
**[Screenshot: Email notification of ticket response]**
User receives email notification of your response.
**[Screenshot: Ticket templates dropdown]**
Use saved templates for common responses.
**[Screenshot: Support analytics - Average response time, resolution rate, satisfaction score]**
Monitor support team performance.
---
## 5. Troubleshooting
### Common Issues
#### I can't log in
**[Screenshot: Login page with "Forgot Password" link highlighted]**
**Solutions:**
1. Verify your email address is correct
2. Click **"Forgot Password"** to reset
**[Screenshot: Password reset email]**
3. Check your email for reset link
4. Clear browser cache and cookies
5. Try a different browser
6. Contact support if issue persists
#### My KYC was rejected
**[Screenshot: KYC rejection notification showing reason]**
**Solutions:**
1. Review the rejection reason provided
2. Check your ID document quality:
**[Screenshot: Good vs bad ID photo comparison]**
✅ **Good:**
- Clear and legible
- All corners visible
- Good lighting
- No glare
❌ **Bad:**
- Blurry or pixelated
- Dark or poor lighting
- Glare on document
- Corners cut off
3. Ensure document is valid (not expired)
4. Verify name matches your account
5. Retake your selfie in good lighting
6. Resubmit for review
**[Screenshot: KYC resubmission page]**
#### My transaction is stuck on "Pending"
**[Screenshot: Transaction showing "Pending" status]**
**Reasons and solutions:**
**Payment Processing:**
- Card payments: 5-10 minutes
- Bank transfers: 1-2 business days
- Mobile money: Instant to 30 minutes
**[Screenshot: Transaction status help text]**
**If pending >24 hours:**
1. Check if payment was completed successfully
2. Verify recipient details are correct
3. Check your email for updates
4. Contact support with transaction reference
**[Screenshot: Contact support button on transaction page]**
#### I can't add funds to my wallet
**[Screenshot: Wallet funding error message]**
**Solutions:**
1. Verify your payment method is valid
2. Check card expiration date
3. Ensure sufficient funds in your account
4. Try a different payment method
5. Check if your bank blocked international transactions
6. Clear cache and try again
**[Screenshot: Alternative payment methods selection]**
#### I didn't receive my referral reward
**[Screenshot: Referral dashboard showing pending referral]**
**Check requirements:**
- ✓ Friend used your referral code
- ✓ Friend completed KYC verification
- ✓ Friend completed their first transaction
**[Screenshot: Referral reward notification]**
Rewards are credited within 24 hours after friend's first transaction completes.
**If still missing:**
- Contact support with referral details
- Provide friend's email address
- Include your referral code
#### 2FA code not working
**[Screenshot: 2FA code input with error message]**
**Solutions:**
**For Authenticator App:**
1. Ensure device time is synchronized
2. Try generating a new code
3. Re-scan QR code if codes consistently fail
**[Screenshot: 2FA settings with "Reset 2FA" option]**
**For SMS/Email:**
1. Check spam/junk folder
2. Request a new code
3. Verify phone number/email is correct
**[Screenshot: Backup codes entry]**
**Emergency:**
- Use backup codes
- Contact support to temporarily disable 2FA
---
## 6. FAQ
### General Questions
**Q: How long does a transfer take?**
**[Screenshot: Delivery time comparison chart]**
**A:** Transfer speed depends on delivery method:
- **Mobile Money:** Instant to 30 minutes
- **Wallet to Wallet:** Instant
- **Bank Transfer:** 1-2 business days
- **Cash Pickup:** Available within 1 hour
**Q: What are the transfer fees?**
**[Screenshot: Fee calculator on send money page]**
**A:** Fees vary by:
- Sending currency
- Receiving currency
- Transfer amount
- Payment method
You'll see the exact fee before confirming your transfer.
**Q: Is my money safe?**
**[Screenshot: Security badges and certifications]**
**A:** Yes! We use:
- 🔒 Bank-level 256-bit encryption
- 🛡️ PCI DSS compliant payment processing
- 🔐 Two-factor authentication
- 📋 Licensed and regulated
- 🔍 24/7 fraud monitoring
**Q: What currencies do you support?**
**[Screenshot: Currency grid showing 50+ supported currencies]**
**A:** We support 50+ currencies including:
- USD, EUR, GBP, CAD, AUD
- GHS, NGN, KES, ZAR, UGX
- THB, PHP, INR, PKR, BDT
- And many more!
**Q: Do I need to complete KYC to use the platform?**
**[Screenshot: KYC verification requirement notice]**
**A:** Yes, you must complete KYC verification before sending money. This is required by law to prevent money laundering and fraud.
### Account Questions
**Q: Can I have multiple wallets?**
**[Screenshot: Wallet page showing multiple currency wallets]**
**A:** Yes! Create wallets in any supported currency. There's no limit to the number of wallets.
**Q: How do I change my password?**
**[Screenshot: Settings → Security → Change Password]**
**A:**
1. Go to Settings → Security
2. Click "Change Password"
3. Enter current password
4. Enter new password
5. Confirm new password
6. Click "Update Password"
**Q: Can I delete my account?**
**A:** Yes, contact support to request account deletion.
⚠️ **Important:** All data will be permanently removed within 30 days. This action cannot be undone.
### Transaction Questions
**Q: Can I cancel a transaction?**
**[Screenshot: Transaction with cancel button]**
**A:** You can only cancel if:
- Payment hasn't been processed yet (still pending)
- Funds haven't been delivered to recipient
Contact support immediately if you need to cancel.
**Q: What happens if I enter wrong recipient details?**
**A:** ⚠️ **Always verify details before confirming!**
If you've sent to the wrong account:
1. Contact support immediately
2. Provide transaction reference
3. Explain the error
**Note:** Recovery may not be possible if funds already delivered.
**Q: Can I send money to myself?**
**[Screenshot: Add recipient form with "Self" relationship selected]**
**A:** Yes! When adding a recipient:
1. Enter your own details
2. Select relationship: "Self"
3. Save and use for transfers
**Q: Is there a limit on how much I can send?**
**[Screenshot: Transaction limits display in settings]**
**A:** Limits depend on:
- Your KYC verification level
- Destination country
- Regulatory requirements
View your limits in dashboard settings.
### Payment Questions
**Q: What payment methods do you accept?**
**[Screenshot: Payment methods icons - Card, Bank, Mobile Money, Wallet]**
**A:** We accept:
- 💳 Credit/Debit Cards (Visa, Mastercard)
- 🏦 Bank Transfers
- 📱 Mobile Money (MTN, Vodafone, AirtelTigo)
- 💰 Wallet Balance
**Q: Do you accept cryptocurrency?**
**A:** Not currently, but we're exploring this option for the future.
**Q: My payment failed, what now?**
**[Screenshot: Payment failed error with retry option]**
**A:** Common reasons:
- Insufficient funds
- Card expired or blocked
- Bank declined transaction
- Network error
**Solutions:**
1. Verify payment details
2. Check account balance
3. Contact your bank
4. Try a different payment method
5. Contact our support team
---
## Contact & Support
### Need Help?
**[Screenshot: Support page with multiple contact options]**
**Get in touch:**
📧 **Email:** support@exconsult.com
- Response time: Within 24 hours
💬 **Live Chat:** Available 24/7
- Instant responses from chatbot
- Connect to human agent if needed
**[Screenshot: Chatbot widget]**
📱 **WhatsApp:** [Your WhatsApp number]
- Quick support via messaging
📞 **Phone:** [Your phone number]
- For urgent issues
🎫 **Support Tickets:**
- Create ticket in dashboard
- Track progress
- Attach files
**[Screenshot: Create support ticket form]**
### Business Hours
🕐 **Monday - Friday:** 8:00 AM - 8:00 PM
🕐 **Saturday:** 9:00 AM - 5:00 PM
🕐 **Sunday:** Closed
**Emergency support available 24/7 for critical issues**
### Stay Connected
**[Screenshot: Social media icons and links]**
Follow us for updates and tips:
🌐 **Website:** www.exconsult.com
📘 **Facebook:** /ExConsultRemittance
🐦 **Twitter:** @ExConsult
📸 **Instagram:** @ExConsultRemittance
💼 **LinkedIn:** /company/exconsult
📺 **YouTube:** /ExConsultRemittance
**[Screenshot: Newsletter signup form]**
📬 **Newsletter:** Subscribe for exclusive offers and money transfer tips
---
## Additional Resources
**[Screenshot: Resources section on website]**
### Guides & Tutorials
- 📖 How to Send Money Internationally
- 📖 Understanding Exchange Rates
- 📖 KYC Verification Guide
- 📖 Security Best Practices
### Video Tutorials
- 🎥 How to Create an Account
- 🎥 Sending Your First Transfer
- 🎥 Setting Up 2FA
- 🎥 Managing Recipients
### Legal & Compliance
- 📄 Terms of Service
- 📄 Privacy Policy
- 📄 Cookie Policy
- 📄 Compliance & Licensing
**[Screenshot: Blog section with featured articles]**
### Blog
Read our latest articles on:
- Money transfer tips
- Finance management
- Investment advice
- Industry news
---
**Version 1.0 | Last Updated: January 2026**
**[Screenshot: Footer with company logo and all navigation links]**
---
## Screenshot Capture Guide
To complete this manual, capture these screenshots from your application:
### Landing & Public Pages (50 screenshots)
1. Landing page - hero section
2. Landing page - features section
3. Landing page - how it works
4. Landing page - testimonials
5. Sign up form
6. Login form
7. Email verification message
8. About us page
9. Services page
10. Contact page
### User Dashboard (80 screenshots)
11. Dashboard overview
12. Dashboard - stats cards
13. Dashboard - recent transactions
14. Send money - step 1 (amount)
15. Send money - exchange rate display
16. Send money - recipient selection
17. Send money - add recipient form
18. Send money - delivery method selection
19. Send money - payment method selection
20. Send money - review page
21. Payment processing
22. Transaction success page
23. Transaction receipt
24. Transactions list
25. Transaction detail modal
26. Transaction status timeline
27. Recipients page
28. Add recipient dialog
29. Edit recipient
30. Favorite recipient indicator
31. Wallet page - overview
32. Wallet - add new wallet
33. Wallet - currency selection
34. Wallet - add funds
35. Wallet - transaction history
36. Scheduled transfers list
37. Create schedule - recipient
38. Create schedule - details
39. Create schedule - frequency
40. Create schedule - confirmation
41. Bulk transfer section
42. CSV template
43. Bulk upload preview
44. Referrals page
45. Referral code display
46. Referral sharing options
47. Referral activity
48. Support tickets list
49. Create support ticket
50. Ticket detail view
51. Chatbot widget closed
52. Chatbot conversation
53. Settings - profile
54. Settings - security
55. 2FA setup options
56. 2FA QR code
57. 2FA backup codes
58. KYC verification page
59. KYC document upload
60. KYC selfie upload
61. KYC status pending
62. Notifications dropdown
63. User menu dropdown
### Admin Panel (100 screenshots)
64. Admin dashboard overview
65. Admin - metrics cards
66. Admin - revenue chart
67. Admin - recent activity
68. Admin - quick actions
69. Users list
70. User detail page
71. User filters
72. User search
73. Invite user dialog
74. Suspend user confirmation
75. Admin transactions list
76. Transaction filters
77. Transaction detail
78. Status update dropdown
79. Admin notes
80. Proof of payment viewer
81. Status history timeline
82. Transaction actions
83. KYC submissions grid
84. KYC review page
85. ID document full view
86. Selfie comparison
87. KYC verification checklist
88. Approve KYC
89. Reject KYC dialog
90. Request more info
91. Exchange rates grid
92. Currency pair card
93. Edit rate dialog
94. Fee calculator preview
95. Rate change history
96. Payment gateways grid
97. Stripe configuration
98. Gateway test mode
99. Supported currencies
100. Webhook URL
101. Gateway connection status
102. Mobile money providers
103. MTN configuration
104. SMS settings
105. SMS provider selection
106. Twilio config
107. Email workflows list
108. Create workflow
109. Email template editor
110. Email preview
111. Fraud detection dashboard
112. Risk level breakdown
113. Fraud alerts list
114. Alert detail
115. Risk factors display
116. User history chart
117. Alert actions
118. Review notes
119. Blog management
120. Create blog post
121. Rich text editor
122. Featured image upload
123. Category selection
124. Post preview
125. Blog analytics
126. Chatbot management
127. Q&A list
128. Add Q&A dialog
129. Answer editor
130. Chatbot analytics
131. Popular questions
132. Unanswered questions
133. System settings
134. General settings
135. Business settings
136. Transaction settings
137. Security settings
138. Maintenance mode
139. Audit logs list
140. Audit log filters
141. Audit log detail
142. Analytics dashboard
143. Transaction volume chart
144. Revenue breakdown
145. User growth chart
146. Top corridors
147. Date range selector
148. Support dashboard
149. Tickets list
150. Ticket filters
151. Assign ticket
152. Ticket conversation
153. Reply editor
154. Ticket templates
155. Support analytics
### Errors & States (15 screenshots)
156. Loading spinner
157. Empty state - no transactions
158. Empty state - no recipients
159. Empty state - no wallets
160. Error message - payment failed
161. Error message - insufficient funds
162. Error message - KYC rejected
163. Success notification
164. Info notification
165. Warning notification
166. Confirmation dialog
167. Delete confirmation
168. Network error
169. Maintenance page
170. 404 page
### Mobile Responsive (10 screenshots)
171. Mobile - landing page
172. Mobile - dashboard
173. Mobile - sidebar open
174. Mobile - send money form
175. Mobile - transactions
176. Mobile - wallet
177. Mobile - menu
178. Mobile - notifications
179. Mobile - chatbot
180. Mobile - admin panel
---
**Tips for taking screenshots:**
- Use full HD resolution (1920x1080)
- Capture actual data when possible (not lorem ipsum)
- Show real transaction amounts
- Use consistent test user names
- Highlight interactive elements when needed
- Show before/after states for changes
- Include cursor for clickable elements
- Ensure good lighting/contrast
- Remove sensitive test data (API keys, etc.)