---
title: What filters can I use on the Tazapay Dashboard?
description: Use the Tazapay Dashboard to filter transactions, action-required items, and settlements by dates, payment methods, statuses, and amounts for efficient oversight and management.
---

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# What filters can I use on the Tazapay Dashboard?

## The Tazapay Dashboard provides detailed filtering capabilities across three tabs to streamline the management of transactions, required actions, and settlements.

The Tazapay Dashboard offers comprehensive filtering options across three main tabs to help you navigate and manage your transactions, action-required items, and settlements effectively.

**1. Transactions Tab**

- **Date:** Filter by transaction creation or funded date.
- **Payment Method:** Options include Cards, Internet Banking, Wallet, Local Bank Transfer, Stablecoin, Real-Time Payment, Voucher, Payment Initiation Service, Wire Transfer, and Banking Push.
- **Status:** Filter by statuses such as Expired, Failed, Incomplete, Payment Reported, Processing, Succeeded, Refunded, Partially Refunded, and by Amount.

**2. Action Required Tab**

- **Date:** Sort by create date or funded date.
- **Amount:** Filter by transaction amount.

**3. Settlements Tab**

- **Date:** Filter by settlement date.
- **Amount:** Sort by the final settlement amount.
- **Status:** Includes Initiated, Requires Action, Succeeded, and Failed.

These filters allow for efficient management and review of all aspects of your transactions and settlements on the Tazapay platform.

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```json
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        "@type": "Question",
        "name": "What is an escrow service?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "<p>An escrow service is provided by a trusted third party that serves as an intermediary to hold the buyer’s funds until the seller fulfils their part of the deal. Once their obligations are fulfilled, the escrow service provider verifies that the seller has completed their requirements and the funds are released to the seller.</p>"
        }
      }, {
        "@type": "Question",
        "name": "How do I create an escrow on Tazapay?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "<p><b>Step 1:</b> Login to the <a href="https://app.tazapay.com">Tazapay Dashboard</a> and click "Create Escrow". This can be found on the left navbar or the getting started page. </p>
          <p><b>Step 2:</b> Fill in your details on the first section. The required fields include your role as the buyer or seller, type of transaction, country & currency info, and invoice amount.</p>
          <p><b>Step 3:</b> Fill in your counterparty's details on the second section. The required fields include the contact name & email.</p>
          <p><b>Step 4:</b> Add any other documents you want verified on Tazapay's platform</p>
          <p><b>Step 5:</b> Once all details are correct, you can click "Send to Buyer/Seller" and a link to the escrow will be generated</p>
          "
        }
      }, {
        "@type": "Question",
        "name": "How do I create and send a payment link with Tazapay?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "<p><b>Step 1:</b> Login to the <a href="https://app.tazapay.com">Tazapay Dashboard</a> and click "Create Payment Links". This can be found on the left navbar or the getting started page. </p>
          <p><b>Step 2:</b> Select your seller and buyer details. If you haven't added a buyer yet, you can do so under "Add buyer detail".</p>
          <p><b>Step 3:</b> Set the transaction currency and amount, add the description and any supporting documents for the transaction.</p>
          <p><b>Step 4:</b> You can now share the payment link to your buyer and start accepting payments.</p>
          "
        }
      }, {
        "@type": "Question",
        "name": "How do I complete my KYB/KYC with Tazapay?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "<p>Before you're able to receive your payments, Tazapay will notify you to complete KYB/KYC through a banner on our dashboard. Clicking on it will lead you to a page where you can upload the necessary documents.</p>
          <p><b>1. Basic Info:</b> This is where you will fill out your personal details on the form. The required information would be the registered email, country of operations, and type of entity (individual, sole proprietor, company, partnership, limited partnership.)</p>
          <p><b>2. Representatives & Owners:</b> Should either of your representative and owners own more than 25% of the entity, you'll need to include their details here (eg: authorised representatives, directors, beneficial owners). If you're an individual or sole proprietor, you may indicate that you have more than 25% ownership of the entity and not have to add any further individuals.</p>
          <p><b>3. Business Details:</b> Add the details of your operating address for your business. If you're an individual, your home address will suffice. </p>
          <p><b>4. Documents:</b> This is where you will upload documentary proof of representative & owner IDs and proof of address.</p>
          <p>KYB/KYC will typically take 5-7 business days to complete should there be no further clarification/documentation needed. </p>
          "
        }
      }, {
        "@type": "Question",
        "name": "Why is it important to complete my KYB/KYC?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text":"<p>As a financial services provider, we strive to protect both buyers and sellers. In order to ensure we are building a safe ecosystem and meet regulatory standards, we need to conduct know your customer (KYC) or know your business (KYB) check on the seller.</p>
          <p>Tazapay runs KYB processes in accordance with the global Anti Money Laundering (AML) and Combating the Financing of Terrorism (CFT) efforts. It has, thus, become Tazapay’s responsibility to fully understand the Ultimate Beneficial Ownership (UBO) of the companies that utilize our services.</p>
          <p>Please note that successful completion of KYB is a requirement for funds to be released on our platform. </p>
          <p>For more information on why KYB/KYC is required, read <a href="https://tazapay.com/blog/why-is-kyc-kyb-needed-by-payment-gateways/">our blog.</a></p>
          "
          }
        }]
    }
```