Dashboard Help

Welcome to the GoEscrow Payment Protection Platform app “Dashboard”.  Here you will find the menu bar and four boxed sections.

Menu Items

HOME – At any time click on the GoEscrow top left logo or the dashboard menu icon to return to this page.

TRANSACTIONS – click here to review all your escrow transactions.  Filter by transaction status type.

ACCOUNT – The Account Details section has the name, date of birth, email and mobile phone we have on file for you.  Use the main settings icon lower down to change your email or mobile phone.  In this section we also store your address and any (optional) ABN entities linked to this account.

BANK – This section is for your “Settlement Bank Account” details and it is very important. This is the bank account that we will send money to when a transaction moves from ‘IN ESCROW’ to “SETTLEMENT PENDING”.  It is your personal bank account and must be in a name that matches your provided identification documents.  If you with to use a Family Trust, Company or other ABN related bank account please contact Customer Service team to set up an ABN Entity account.

ID – Click here to send us your identification document details or if you have already done so successfully this menu will simply display ‘Identification Verified’.  When you ID documents held on file hit their expiry date we will request an update in this section.

INVITE – You may invite another person to use the GoEscrow Payment Protection platform here by simply telling us an email or a mobile number.

HELP DESK- GoEscrow Customer Service staff can help with general enquiries or to place a transaction on hold while a dispute is resolved.  This menu button provides links for these activities.

SETTINGS – This menu allows you to change your password, email address and mobile phone number that we hold on file for you.

LOG OUT – Click here to disconnect and stop interacting with this account.

 

Dashboard Quadrants

New Transaction

	The ‘Start Escrow’ box presents two options , ‘Send Money’ and ‘Request Money’.  Use send if you are a buyer initiating a transaction with someone who will receive money from you.  In this situation you are the “payer” into escrow.  Use request money if you are selling goods or services and want to create a transaction for someone to place money into escrow destined for you.  In this situation you are the “payee” from escrow.
	The ‘Recent Transactions’ quadrant shows you the most recent closed or completed transactions.  These are transactions that do not require you attention or the attention of the other party.  You may click or tap on each entry to see more information or the ‘See all’ for a full, scrollable list.
	The ‘Active Transactions’ section presents a short list of all transactions that require your attention or that are waiting on your opposite party to action.  You may tap on each to get the transaction details or perform an activity.
	The last quadrant box is what we affectionately call the ‘Housekeeping Box’.  This is where will will present items that are not particularly transaction related but that require you attention.  For example if you identification documents have expire we will pup a little nudge notice here for you.  More often than not this box will just have a graphic place holder when all is well.  If you dismiss an item listed here you can action it at a later date from the associated main menu section.