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WBCS is a versatile finance-focused solution (Customer Relationship Management) system that can be adapted for various purposes, including sales. The system is designed for any organization that needs to manage complex client relationships and financial data....

The main module of the WBCS system is Projects. The current active project is always displayed at the top of the drop-down menu, allowing you to track which project you're working on easily. The Projects module is directly linked to the following modules: ...

Features: WR-358 - Default Email TFA method implementation Now we have added one more method 2FA by e-mail address. It becomes default after user registration on the site. You can still change the default method on the profile page. It is not possible ...

Features: WR-344 - Update asset creation flow(add plug) WR-365 - User agreements Bugfixes: WR-343 - Back to home button is working incorrectly in Declined status page WR-366 - Correct dates in transactions WR-364 - remove network ...

Features: WR-345 - Limit the withdrawal and exchange request if the required commission does not exist. Bugfixes: WR-326 - remove input value when error has occurred WR-340 - PWA not working on Iphone WR-338 - Show error on exchange dr...

Features: WR-326 - Change approach for links in email from redirect to code Bugfixes: WR-330 - Assets needs to display immediately after creating, now with delay

Bugfixes: WR-342 - The exchange button can be pressed several times

Features: WR-777 - add crypto icons Bugfixes: WR-331 - Google TFA qr code - issue with padding from text WR-338 Incorrect exchange drawer view if no currencies for exchange from WR-328 - Some issues with numbers after dot in currencies...

Features: WIBR-146 - UTIP WebTerminal integration with API WR-365 - User agreements WICRM-287 - Regex search by multifields in Transactions and Transactions CA modules WICRM-284 - Add role column to Employees table and sort by it WIBR-158 - Move account...

Features: WIBR-146 - UTIP WebTerminal integration with API WICRM-227 - Refresh token implementation WICRM-282 - Add logger to Core banking and Finance WIBR-158 - Move account creating by registration to facade WICRM-290 - add decr and source/destination...

Features: WICRM-288 - Export Transactions and Clients to CSV Added a new feature allowing users to export transaction history and client data in CSV format. This enables easier data manipulation and reporting outside the platform, such as for external au...

Features: WICRM-295 - Add multisearch for Employees module Now the employee search has become more convenient by adding new search fields. Search by email and name fields WICRM-289 - Reimplementation of Wallets Changed the approach of displaying ...

Features: WICRM-295 - Add multisearch for Employees module Now the employee search has become more convenient by adding new search fields. Search by email and name fields WICRM-289 - Reimplementation of Wallets Changed the approach of displaying ...

The Projects module is the foundational container in Wifox Business Core Solution. Every record you create under Projects represents a discrete business unit—whether that’s a corporate office, a website, a geographic region, or a product line. Projects isolate...

Projects are the foundational containers in Wifox Business Core Solution (WBCS)—each one encapsulates its own Desks, Clients, Employees, and data. By creating a Project, you define an isolated workspace where your team can operate without risk of cross–project...

Once a Project has been created, you can update its settings and manage its members from the Edit Project page. Follow the steps below to keep your Projects up to date or to delete one when it’s no longer needed. 1. Open the Projects ListIn the left-hand navi...

Warning: You cannot delete the system’s Default Project—its trash icon is disabled. Once deleted, a Project and all of its associated data (desks, affiliate hubs, clients, requests, agreements, etc.) are permanently removed. This action cannot be u...

Desks are the core building blocks of your Projects in Wifox Business Core Solution, providing fine-grained structure and access control. Think of each Desk as a “room” inside your Project where related activities, people, and clients live together. Key charac...

Desks in Wifox Business Core Solution are the building blocks of your organizational structure within each Project. Think of a Desk as a department, office, or specialized workstream—such as “Sales,” “Support,” or “Analytics.” By creating multiple Desks, you c...

In Wifox Business Core Solution (WBCS), Desks are the logical work-areas—departments, offices, or channels—within each Project. After you create a Desk, you can fine-tune its settings, manage which Employees belong there, or delete it when it’s no longer neede...