> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ca.cryptoprocessing.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portal

The portal is the web interface for viewing and managing your merchant's activity and adjusting various settings.

## Viewing your balances

Your balances in different currencies are displayed on the **Balances** tab. For each balance, the tab displays both the actual balance and its equivalent in CAD, USD or EUR. Note that the individual balances are shown only for the currencies that are [enabled in the portal settings](#enabling-and-disabling-currencies).

In the top right corner, the total balance is displayed in both the fiat equivalent and BTC equivalent. The total balance is calculated based on both enabled and disabled currencies.

Click on a balance to see available operations: [send](https://docs.ca.cryptoprocessing.com/withdrawals.md) and [receive](https://docs.ca.cryptoprocessing.com/deposits.md) (for crypto), [top up](https://docs.ca.cryptoprocessing.com/fiat/top-up-fiat.md) and [withdraw](https://docs.ca.cryptoprocessing.com/fiat/withdraw-fiat.md) (for fiat), [exchange funds](https://docs.ca.cryptoprocessing.com/exchanges.md).

![Balances tab](https://mintcdn.com/cr-can/3yqDq5bl2_FXe7wN/images/portal/balances.png?fit=max\&auto=format\&n=3yqDq5bl2_FXe7wN\&q=85\&s=21723d2e0fad840002e6769edc66ee63)

> [!TIP]
>
> To choose the equivalents currency, click  **Account** in the left panel, find the equivalents currency and click **Change**. This setting only affects how balance equivalents are displayed across the portal — it doesn't affect the currency used for fees or the maximum payment request amount.

## Enabling and disabling currencies

You can choose which currencies should be available for manual operations in the portal. This will affect the **Balances** tab and all dialogs for creating new addresses, initiating new withdrawals, etc. This will not affect the existing [transactions history](#viewing-transactions-history) or the available currencies in the [CryptoProcessing API](https://docs.ca.cryptoprocessing.com/api-reference).

Click  on the **Balances** tab or go to the **Settings → Currencies Info** tab where you can manage currencies.

* To enable a new currency, click **Add New Currency**, select it and click **Save**.
* To disable or enable a previously added currency, use the toggle next to it.

![Currencies Info tab](https://mintcdn.com/cr-can/3yqDq5bl2_FXe7wN/images/portal/currencies-info.png?fit=max\&auto=format\&n=3yqDq5bl2_FXe7wN\&q=85\&s=838ba214867aa8af654f36eed80816a0)

## Viewing transactions history

There are two main ways to view history in the portal.

The **Transactions** tab provides a high-level view of merchant activity. Each transaction is displayed as a single record representing the complete operation, regardless of how many balance movements or processing steps were involved. The list of transactions includes [deposits](https://docs.ca.cryptoprocessing.com/deposits.md), [payment requests](https://docs.ca.cryptoprocessing.com/payment-requests.md), [withdrawals](https://docs.ca.cryptoprocessing.com/withdrawals.md) and [exchanges](https://docs.ca.cryptoprocessing.com/exchanges.md), including the cancelled or pending ones. For each transaction, a side panel displays detailed information, such as the destination address, the fees paid, and the corresponding [API callback](https://docs.ca.cryptoprocessing.com/api-reference/callbacks.md).

![Transactions tab](https://mintcdn.com/cr-can/CM2w1aD0ya4447hV/images/portal/transactions.png?fit=max\&auto=format\&n=CM2w1aD0ya4447hV\&q=85\&s=d74b20a1b8e25e2de9612d4406d76910)

The **Payments** tab provides a detailed view of balance movements. It shows each underlying operation separately, allowing merchants to see exactly how a transaction affected their balances. Cancelled or pending actions are not represented on this tab. Fees are displayed as separate entries, as sometimes a fee payment may affect a different balance than the main payment.

![Payments tab](https://mintcdn.com/cr-can/CM2w1aD0ya4447hV/images/portal/payments.png?fit=max\&auto=format\&n=CM2w1aD0ya4447hV\&q=85\&s=411b1e964244c9ee5facc579ff00e298)

Both the **Transactions** and **Payments** tabs provide filters for finding the entries you need and an **Export** button for downloading the filtered entries as a CSV file.

There are also dedicated tabs for [payment requests](https://docs.ca.cryptoprocessing.com/payment-requests.md) and [mass payouts](https://docs.ca.cryptoprocessing.com/mass-payouts.md).


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