Customer Financial Tab: View and Manage Your Clients' Financial Data | Bloquo

Guide: Customer Financial Tab

💰Guide: Customer Financial Tab

This guide explains the Financial > Customer section, where you can access and manage the financial data of all your registered clients on the platform.

Step 1: Accessing the Customer Tab

Step 1.1: Initial navigation

  1. From the main menu, click on “Financial”

  2. Then select the “Customer” sub-tab

  3. A new page will open

  4. A table with all clients will appear 📌 This section focuses on the financial data of your clients

Step 2: Understanding the Customer Table

Step 2.1: Table columns

  • Customer Name

  • Tax ID: CPF or CNPJ

  • Country

  • Created By

  • Creation Date

  • Last Update

  • Updated By

Step 2.2: Table features

  • 🔍 Search Field: Quickly locate a client by name or ID

  • 🔁 Column Sorting: Click headers to reorder

  • 📤 Export: Download table data (Excel)

  • 👁 Action Column: Contains a view icon to access client financial details

Step 3: Accessing Financial Details

Step 3.1: Viewing client details

  1. Find the desired client in the table

  2. Click the eye icon in the Action column

  3. You’ll be redirected to a screen similar to the Treasury tab 📌 You’re now viewing the financial context of the selected client

Step 4: Navigating the Client’s Financial Screen

Step 4.1: Screen structure

  • The layout is almost identical to the Treasury tab

  • You will see:

    • 💰 Client’s balances

    • 📊 Movement table (operations, transactions, withdrawals, deposits)

    • 📁 Filters, sorting, export and pagination tools

📎 Use your knowledge from the Treasury section to navigate this screen confidently

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