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What is on my dashboard?

Updated over 8 months ago

On your dashboard, you can see seven sections:

  • Overview. This feature allows you to view your current Karta balance, including pending transactions, in a graphical format. The amount is shown in your default currency and is updated based on the latest exchange rates.

  • Accounts. Here you can deposit funds and find general information on your balance, spaces, cards, transactions, and statements.

  • Budgets. Allow you to divide your company into teams, workspaces, departments, or group them any way you want. Here you can create spaces, set limits for each, and invite members so they have access to manage the budget within the limit. You can always find detailed information on your spaces, their owners, limits, period spending, connected cards, transactions, and space members on this page.

  • Virtual Сards. Here you can create new cards, find a list of cards, their status, spaces they belong to, their limits, period of spending, each card details page, and transactions.

  • Transactions. On this page, you can view a list of incoming and outgoing payments and check the details of each.

  • Counterparty. Is a person or company with whom you have made any financial transactions recorded in our system, such as transfers and receipt of funds, as well as card payments.

  • Team. You can add new team members in this section and distribute them to proper workspaces. Here you can find a list of all the members and their detailed information.

    If you have any questions or need further clarification, feel free to reach out to our support team via live chat!😊


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