X

Dashboard

Faqs

Frequently Asked Questions (FAQs)

Find answers to frequently asked questions about the RazorpayX Dashboard.

General

1. Can I use RazorpayX as a freelancer/individual?

Unfortunately, we do not support freelancers/individuals on

RazorpayX

at the moment.

2. What reports are available on RazorpayX platform?

Downloadable reports are available in every section of the Dashboard. Currently only .csv and .xls based reports are available. Know more about

Reports

.

3. How to generate Account Statement report?

Navigate to Account Statement on the RazorpayX Dashboard to generate the report. Know more about

Account Statement

.

4. Is there a monthly invoice available for the charges deducted?

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

Billing reports

.

5. What are Actionable Insights?

RazorpayX

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

6. If an account has access to both Razorpay and RazorpayX platforms, is there a combined transactions report for both platforms?

No,

Razorpay

and

RazorpayX

are different platforms. Transactions created on Razorpay will not show up on RazorpayX platform and vice versa, neither on dashboard nor reports.

7. When I download reports from RazorpayX, the account numbers seem incorrect. What should I do?

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

8. How do I contact the support team if my issue is not resolved?

You can visit our

support page

to reach out to our support team.

Two-Factor Authentication

1. What to do if a user account is locked?

For security reasons, a user account gets locked when the user enters the wrong OTP 9 times. In such scenarios, the user should contact their respective account owner. The account owner can unlock the users' accounts.

2. What to do if a user loses the mobile device?

If a user loses the mobile device, the user should reach out to the respective account owner. The account owner can Reset 2FA for the user. The next time the user logs into the Dashboard, they user will be asked to enter the mobile number. Hover over the respective team member's name under manage team to find the Reset 2FA option.

Rest 2FA for your team member

3. What to do if the account owner is locked?

If user account gets locked for security reasons, contact our

Support Team

to Reset 2FA for your account.

4. What to do if the account owner loses the mobile device?

If an account owner has lost their mobile device, contact our

Support Team

to Reset 2FA for your account.

Manage Teams

1. Can a new or existing team member on Razorpay be invited to RazorpayX?

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.

2. Can different roles be assigned to my team members on RazorpayX?

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

manage your team

.

3. Will the existing team members have access to RazorpayX?

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

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