Nexto Documentation

Dashboard

The first page after logging in, and a "one-second look" at the whole exchange: how much is in the tills and banks, the overall state of accounts, and where the frequentl...

Opening Balances

The app's zero point: before real work begins, you enter the "current state" — how much is in each till, how much each customer owes or is owed. This page only exists in...

My Currencies

Your personal list of frequently-used currencies: any currency you add here moves to the top of currency selection lists (trade form, transfer, etc.) so you find it faste...

My Profile

Your own personal settings — language, calendar, number format, password, and shortcuts. Anything you change here is just for you; colleagues won't notice a thing.

Settings

The app's global controls — anything you change here affects "all users" (each person's personal settings are in My Profile).

Record Currency Buy & Sell

This page is the heart of the app: every time you trade currency with a customer — selling or buying — you record it here. With one entry, the customer's account is updat...

Cash Buy & Sell

The "no customer" version of the trade form: someone walks in, hands over cash, and takes currency (or the other way around), and that's it — no account needed, no histor...

Trades

The archive of all the exchange's buying and selling. Each row is one trade, with type (buy/sell), currency and amount, rate, counterparty, fee, profit, and trader. This...

Pending Vouchers

Approving these needs its own permission: “Approve a trade priced outside the allowed range”. It is deliberately separate from the permission to record a trade, so nobody...

Board Rate

Your exchange's price board: the buy and sell rate for every currency, the default basis for trades and every valuation in the app. Rates are either entered manually or r...

Rate Settings

Behind the scenes of the rate board: where to read rates from (API), how far the buy and sell rates should sit from the mid rate, and how many decimal digits each currenc...

FX Revaluation

Rates change every day, but the books stay at the old rate — revaluation means "updating the book value of currency holdings to today's rate." The result is an automatic...

Funds Transfer

Any movement of money that isn't a "trade" is recorded here: a customer sent money to another customer, money moved from a customer's account to your bank, you moved mone...

Transfers

The archive of every movement of funds: who, to whom, how much, at what fee, and with what tracking code. The busiest list after Trades.

Record Payment/Receipt Order

An "appointment" to pay or receive — not the act itself. You (say, a trader) instruct that "give Mr. X five hundred dollars," and the cashier carries it out when the cust...

Payment/Receipt Orders

The cashier's workbench: every order colleagues have recorded waits here to be "executed" or "rejected" once the customer shows up. This two-step flow prevents unauthoriz...

Create Staged Deposit

Defining a new "staged deposit": who owes whom, in what currency, for what total, at what fee. After creating it, you record the actual payments (items) one by one from t...

Staged Deposit

For money that's "promised all at once but paid in pieces": say, 500 million is due into a customer's account, but spread over several days and several receipts. You crea...

Create Deposit Request

Recording a request to deposit into a specific bank account: enter the IBAN, and if the inquiry service is enabled, the account holder's name and bank fill in automatical...

Deposit Request

Requests to "deposit into a specific bank account via IBAN" are managed here: a customer has given an IBAN and wants their money sent to that account. The request is reco...

Receipt Collection Control

This page is your daily workbench for one simple question: “Did the money the customer sent a receipt for actually land in the account?” Nothing lands here on its own: on...

Collection follow-up for one account

It is not in the menu, and it does not need to be: you reach it from Funds verification (click either party's name) and from that customer's statement.

Payment Readiness

The opposite of a deposit request: sometimes a customer who owes you nothing wants to deposit money to you (Toman, for example) and asks for an account number. You record...

Register a group document

"Pay from the fixed account" debits every row and credits the fixed account with the total (like salaries). "Receive into the fixed account" is the reverse.

Group documents

One fixed side and several counter rows in a single document — like paying several salaries from one bank account, or splitting an expense across categories. The document...

Voucher

Every financial event in the app is a "voucher," and this page is its complete ID card: debit/credit entries (the language of double-entry bookkeeping), the related trade...

Cheques

A cheque's whole lifetime plays out here: from the moment you take a customer's cheque (or hand over your own) through to clearing, bouncing, or cancellation. Your own ch...

Crypto Transaction

Record a crypto deposit/withdrawal without typing anything by hand: give the transaction ID (TxID) or explorer link, and the system looks it up on the blockchain itself,...

Token Contracts

The technical notebook behind the scenes of "Crypto Transaction": every token has a "smart contract address" on every network (for example, USDT has one address on TRC20...

Customers

Your financial phone book: every customer account with one golden summary number — "Net position" — telling you whether this customer, taken altogether (all currencies at...

Account Form (Create / Edit)

This is where every account gets its ID card — customer, till, bank, digital wallet, asset, or expense category. The more carefully you fill it in, the smarter the rest o...

Account Settlement

When a customer wants to "settle everything up" but their balance is spread across several currencies (say, owing $1,000 and being owed 20 million toman), this page conve...

Customer Groups

Label your customers so you can look at them by the batch — “Exchange partners”, “Tehran customers”, “VIP”, “Dubai customers”. A group has no financial effect at all; it...

Record Expense

The exchange's own costs — rent, salaries, bills, courier, supplies — are recorded here so they're deducted from profit and the real bottom line is clear. The amount leav...

Partner profit sharing

Each partner has a current account in the ledger's Partners' current accounts folder plus a participation percentage. The period profit uses the same formula as the P&L r...

My WhatsApp

The bridge between the app and your personal WhatsApp: scan the QR code once, and from then on, account balances, statements, and voucher summaries go out to the customer...

WhatsApp Message Templates

Shape the text of the messages the app sends to customers to your own liking here: balance message, trade (buy/sell, with/without fee), transfer, statement, settlement, a...

WhatsApp Operations Inbox

The exchange's smart secretary: work messages from customers' WhatsApp groups (the groups linked in each account's file) come in here automatically, get read, and an "act...

Nightly Reports

The "wallet reconciliation" block compares every registered wallet’s book balance with its real on-chain balance (TRON and EVM networks) each night and highlights mismatc...

All Reports

A one-page map of every Nexto report — each one sits under the question it answers: how is the exchange doing right now, how much profit have we made, who owes us, a spec...

Statement

The app's most-used report: the full turnover of one account, voucher by voucher, with a running balance broken down by currency. Whenever a customer asks "what's my bala...

General Ledger

The exchange's full accounting map in one table: each row is a category (customers, tills, banks, wallets, income, expenses...) and each column is a currency. If you only...

Ledger Category

The list of accounts in one category (e.g., all banks), with each currency's balance in its own column. Managing non-customer accounts (creating/editing/deleting a till,...

P&L

The answer to every business owner's most important question: "did we actually make a profit or not?" — the exchange's net profit over the selected period, in the referen...

Currency Position

Shows how "open" the exchange is in each currency: positive (long) means you hold that currency, negative (short) means you've sold it and owe it. Alongside it is the ave...

Daily Position

A "currency balance sheet" for each day: for every currency, it shows what you started the day with, how much you bought and sold (at the average rate), what you ended wi...

Treasury Daybook

The daily ledger of one vault: all of one till/bank's inflows and outflows on a given day, organized by category — the digital version of the traditional "cash book" you...

Balance Sheet

A snapshot of the exchange at a chosen date: what we own, what we owe, and how much is truly ours. Unlike Profit and Loss, which covers a period, the balance sheet shows...

Trial Balance

A list of every account with four figures: how much was debited, how much was credited, and where it ended up. It is called a trial balance because its historic job is to...

Open Items

The exchange's "unfinished business" list at a glance: staged deposits that aren't complete yet, unfinished remittances, and orders waiting to be executed. If this page i...

Debtors & Creditors

A simple, definitive list: in one specific currency, who owes you and who you owe — sorted from the largest amount down, with a total for each column.

Debtor Aging

Debtors broken down by "how long it's been since we heard from them": fresh (

Customer Stats

This page is now a report: open it from the "Customers & Accounts" menu, pick the customer, and optionally set a date range — every figure (trades, transfers, float, char...

Customer Profit

Your customers ranked by "how much profit they've made for us": trade count, volume, and profit (in the reference currency). Know your most profitable customers, and keep...

Trader Commission

Each trader's sales record over a period: how many trades, what volume (in the reference currency), and how much profit they generated — the number that becomes the basis...

Fee Income

Every fee you've collected (or paid out) is totaled up here — broken down by source (trade, transfer, staged deposit, bank remittance) and by customer, in the reference c...

Monthly Statement

A summarized, printable report for a period (default: a month): trade performance, fees, expenses, and profit — for archiving or presenting to a partner or accountant.

Currency Distribution

The answer to "where exactly is this currency right now?": it breaks a specific currency's balance down across tills, banks, wallets, and customers (debit/credit), with a...

User Activity Report

Who did how much work: each user's trade count, transfers, other vouchers, trade volume, and login count over a period. For keeping an eye on workload and team performanc...

Bank Inquiries

Before you move any money, this page tells you who the destination really belongs to: from an IBAN or a card number it brings up the account holder’s name and bank, and i...

Identity Inquiries

This page assesses the identity of the party you are dealing with: does this mobile number really belong to this National ID? Is this IBAN or card in this same person’s n...

Bank Receipt OCR

Hand over a photo of the receipt, don't type it: amount, source and destination bank, payer and payee names, tracking code, date, and IBAN are extracted from the image us...

Rent Tron Energy

Every USDT transfer on the Tron network (TRC20) needs network fees; if you burn TRX for it, it comes out expensive. This page rents temporary "energy" so each transfer co...

Users & Permissions

Who has access to the app, and how much: create a user for each colleague, assign a role (admin, accountant, trader, cashier...), and switch individual permissions on/off...

User Form (Create / Edit)

Create a user account for a colleague: name, username, password, role, and custom permissions if needed.

Currency Management

This page is the exchange's currency catalog, and only the admin sees it: here you decide which currencies the app works with and what properties each one has — enabling/...

Activity Log

The app's black box: every login, every voucher created and adjusted, every settings change — with time, user, IP, and details. When the question "who did this?" comes up...

Backups

Your data's insurance policy: database backups — manual or on an automatic schedule — keeping the last several copies, with download, restore, and cloud storage connectio...