First steps after installation
Welcome to MsB Manager! If you're just starting to use our system, here are the initial steps to set everything up quickly and easily. Follow this guide to ensure your operation is set up correctly, taking full advantage of all the features for a more organized and efficient daily workflow.
To begin, it’s essential to register your store and team information. After that, connect the money transfer companies you work with. This will ensure that the system is ready for transaction registrations.
👉 View tutorial to register your store
You can choose between two ways to register your transactions:
Individually: For stores that want to have individual control of each transfer, with access to complete transaction data, including receiver details.
In bulk: For stores looking to optimize high-volume processes, allowing multiple transfers to be registered at once, saving time.
Both options are secure and help maintain compliance with regulatory requirements.
👉 View tutorial for individual transaction registration
👉 View tutorial for bulk transaction registration
Tip: Start by bulk uploading your transaction history from the past few months. This will help you make the most of the system’s features.
Now that the setup is complete, it's time to start using MsB Manager in your daily operations! The platform makes it easy to track your clients, verify documents, monitor the total amount sent by each client, and manage transactions made with different companies.
Additionally, the system sends automatic alerts about ID validity and keeps the transactions history easily accessible, helping you stay organized and compliant.
👉 Click here to watch the video and learn how to optimize your daily workflow with MsB Manager.
To keep everything under control, the system also offers important reports that assist in audits, client retention strategies, and visualizing key data about your business.
👉 Read the article on how to use reports.
✅ Now that you know the first steps to configure the MSB Manager system, you can easily start registering your clients, stores, and providers. Be sure to consult the article links whenever you need more details about each step. With these processes in place, you'll be ready to take full advantage of the system's benefits and optimize the management of your money transfer store!