Wallets

Overview

Wallets are Zappi’s way of organizing your credits so you can easily manage budgets and spend on your various projects. See how many credits you have remaining, expiring credits, and who has access to use each wallet from the Wallets page.


To view your wallets, click on your avatar in the bottom left and select ‘Plan & Credit’. 



Wallets Page

From the main wallets page, you can see the remaining credits in your individual wallets, who has access, and which credits are expiring soon.



  1. Use the search bar to find a wallet by keyword
  2. Filter using the buttons below the search bar. This is a great way to filter for wallets with expiring credits.


Wallet Details

Select the 3-dot menu in the bottom right of a wallet to see more details, like when it was created, and the transaction history.

You can re-name the wallet by clicking the pencil icon next to the name.


Wallet transaction history


Click the transaction history tab within the wallet details page to see the history of credits in this wallet.

Search for the project name or filter the list with the buttons below the search bar.


Click details to find more information about each line item.


Change the layout of this table by selecting the grid symbol to change the visible columns and customize the order. Click the download symbol to export a csv of the current view.

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Expiring Credits

Wallets with expiring credits are labeled. Hover over the label to see when they expire.


You will be alerted when credits are 3 months from expiration date via a notification or email.


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Wallet Permissions


Admins are added by default to each wallet. You can remove an admin’s access by clicking the x next to the admin group on the wallet.

Users and Power Users only see wallets that have been shared with them.

Transaction history visibility

Users can only see transaction history for wallets they have access to.

Admins will see:

  • Wallet-level transaction history for wallets they have access to
  • Organization-level transaction history limited to the wallets they have access to

Wallets FAQ


Why do I sometimes see ‘Unknown User’ in my transaction history?

These are internal transactions where Zappi CSMs have transferred credits between wallets or made adjustments via internal systems

Why am I seeing multiple transaction lines for amended orders?

When an order is amended (for example, consultancy or an additional service is added), the original transaction is refunded and the amended order is then run down immediately.

This results in three transaction lines:

  1. Original order
  2. Refunded order
  3. Amended order

Can I go back to the old view?

Yes, to view the previous credits experience click the Legacy view link in the upper right.

What happens when a wallet reaches $0?

Once you spend all the credit in your wallet, the wallet becomes archived.

  • You can unarchive a wallet by finding it in the archived section (see the filter at the top of the page), go into the 3-dot menu and select ‘unarchive’. You will see the wallet again in the active section and then transfer credit into that wallet.