Dashboard | FAQs

Find answers to the frequently asked questions about RazorpayX Dashboard.


Yes, you can invite a new or existing user from your team on Razorpay. Once the invite is sent, if the invited member is already on your Razorpay team, they can log in to RazorpayX platform with their current login credentials. However, if the invited member is new, they will have to set up new login credentials by clicking on the confirmation link sent via email.

Yes, you can assign different set of roles to a team member as per your requirement to

.

Only the Owner will have access to RazorpayX account. However, you can add members and assign roles just as Razorpay PG.

The Onboarding process to RazorpayX has 2 steps. If your business falls in the approved category of businesses, you can start accepting funds in your business account. However, payouts can be made only once your KYC details have been submitted and verified.

Unfortunately, we do not support freelancers/individuals on RazorpayX at the moment.

There are downloadable reports available in every section of the dashboard. Currently only .csv and .xls based reports are available. Following is the list of reports:

  • Account Statement: Available on the Dashboard Home page
  • Contacts: Available in Contacts Page
  • Payouts: Available in Payouts Page

  1. Navigate to Account Statement on the menu.
  2. Select All, Credits or Debits based on the requirement of your report.
  3. Click EXPORT.
  4. Select a date range of 90 days or lesser.
  5. Select .CSV or .XLS format, as required.
  6. Click DOWNLOAD. You can also click EMAIL, select the contact you want to share the report with and click EMAIL REPORT.

Yes, we do provide monthly invoices. You can download the invoice from the Billing section of your Dashboard. Know more about

.

RazorpayX Insights help businesses analyse and manage their expenses better and empower them to take more informed and impactful business decisions.

No, Razorpay and RazorpayX are different platforms. Transactions created on Razorpay will not show up on RazorpayX platform and vice versa, either on dashboard or in reports.

In some cases, Google Sheets/Microsoft Excel/other similar applications delete the zeros from account numbers or round off contact numbers. To avoid this, ensure your numbers are not scientifically formatted.

For example, in Google Sheets, you can unselect the Convert text to numbers, dates and formulas checkbox, as shown.

Uncheck the checkbox on Google Sheets to retain original formatting

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