# Zum Rails Knowledge Base

## FAQ

- [Introduction](https://knowledge-base.zumrails.com/readme.md): Start here for Zūm Rails product guidance, operational procedures, troubleshooting, and support resources.
- [AGGREGATION AND INSIGHTS](https://knowledge-base.zumrails.com/aggregation-and-insights.md)
- [Viewing aggregation information in the Portal](https://knowledge-base.zumrails.com/aggregation-and-insights/viewing-aggregation-information-in-the-portal.md)
- [Viewing Insights](https://knowledge-base.zumrails.com/aggregation-and-insights/viewing-insights.md)
- [What Financial Institutions are Supported Through Aggregation?](https://knowledge-base.zumrails.com/aggregation-and-insights/what-financial-institutions-are-supported-through-aggregation.md)
- [Account Settings](https://knowledge-base.zumrails.com/account-settings.md)
- [Brand Customization](https://knowledge-base.zumrails.com/account-settings/brand-customization.md): You can customize email invoices, hosted/checkout pages, invoice PDFs, hosted payment profiles, and more through your Brand Customization settings.
- [Guide to Using the API](https://knowledge-base.zumrails.com/account-settings/guide-to-using-the-api.md)
- [HMAC](https://knowledge-base.zumrails.com/account-settings/hmac.md)
- [How Do I Close My Account?](https://knowledge-base.zumrails.com/account-settings/how-do-i-close-my-account.md)
- [How Do I Setup Email Forwarding in Gmail](https://knowledge-base.zumrails.com/account-settings/how-do-i-setup-email-forwarding-in-gmail.md)
- [Managing Team Members](https://knowledge-base.zumrails.com/account-settings/managing-team-members.md)
- [Single Sign-on (SSO)](https://knowledge-base.zumrails.com/account-settings/single-sign-on-sso.md)
- [Webhooks](https://knowledge-base.zumrails.com/account-settings/webhooks.md)
- [Zūm Wallet Monthly Statements](https://knowledge-base.zumrails.com/account-settings/zum-wallet-monthly-statements.md)
- [Notifications and Reporting](https://knowledge-base.zumrails.com/notifications-and-reporting.md)
- [Accessing and Managing Reports](https://knowledge-base.zumrails.com/notifications-and-reporting/accessing-and-managing-reports.md)
- [Email Notification of Failed Webhooks](https://knowledge-base.zumrails.com/notifications-and-reporting/email-notification-of-failed-webhooks.md)
- [Holiday Schedule](https://knowledge-base.zumrails.com/notifications-and-reporting/holiday-schedule.md)
- [Negative Wallet Overview](https://knowledge-base.zumrails.com/notifications-and-reporting/negative-wallet-overview.md)
- [Receiving Email Notifications of Transaction Events and Daily Reports](https://knowledge-base.zumrails.com/notifications-and-reporting/receiving-email-notifications-of-transaction-events-and-daily-reports.md)
- [Invoicing and Subscriptions](https://knowledge-base.zumrails.com/invoicing-and-subscriptions.md)
- [Adding a Product](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/adding-a-product.md)
- [Adding Pricing To Products](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/adding-pricing-to-products.md)
- [Creating a Subscription](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/creating-a-subscription.md)
- [Creating an Invoice](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/creating-an-invoice.md)
- [Disabling outgoing emails for Invoices and Subscriptions](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/disabling-outgoing-emails-for-invoices-and-subscriptions.md)
- [How Do I Price My Products?](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/how-do-i-price-my-products.md)
- [Managing Your Invoices](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/managing-your-invoices.md)
- [Managing Your Subscriptions](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/managing-your-subscriptions.md)
- [Shipping Rates](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/shipping-rates.md)
- [Tax Rates](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/tax-rates.md)
- [Viewing Past Invoices](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/viewing-past-invoices.md)
- [What Is a Product?](https://knowledge-base.zumrails.com/invoicing-and-subscriptions/what-is-a-product.md)
- [Transactions and Payment Methods](https://knowledge-base.zumrails.com/transactions-and-payment-methods.md)
- [Accessing Transaction Limits](https://knowledge-base.zumrails.com/transactions-and-payment-methods/accessing-transaction-limits.md)
- [Adding a Funding Source](https://knowledge-base.zumrails.com/transactions-and-payment-methods/adding-a-funding-source.md)
- [Can I Edit a Recurrent Transaction?](https://knowledge-base.zumrails.com/transactions-and-payment-methods/can-i-edit-a-recurrent-transaction.md)
- [Canceling a Transaction](https://knowledge-base.zumrails.com/transactions-and-payment-methods/canceling-a-transaction.md)
- [Creating a Recurrent Transaction](https://knowledge-base.zumrails.com/transactions-and-payment-methods/creating-a-recurrent-transaction.md)
- [Creating a Scheduled Transaction](https://knowledge-base.zumrails.com/transactions-and-payment-methods/creating-a-scheduled-transaction.md)
- [Creating a Transaction](https://knowledge-base.zumrails.com/transactions-and-payment-methods/creating-a-transaction.md)
- [Credit Card Refund Process](https://knowledge-base.zumrails.com/transactions-and-payment-methods/credit-card-refund-process.md)
- [Definitions When Creating a Transaction](https://knowledge-base.zumrails.com/transactions-and-payment-methods/definitions-when-creating-a-transaction.md)
- [How to withdraw sum total for batch payables](https://knowledge-base.zumrails.com/transactions-and-payment-methods/how-to-withdraw-sum-total-for-batch-payables.md)
- [Instant Transaction Status Updates For Interac Account Receivable Transactions](https://knowledge-base.zumrails.com/transactions-and-payment-methods/instant-transaction-status-updates-for-interac-account-receivable-transactions.md)
- [Interac Alias Registration](https://knowledge-base.zumrails.com/transactions-and-payment-methods/interac-alias-registration.md)
- [Interac ANR](https://knowledge-base.zumrails.com/transactions-and-payment-methods/interac-anr.md)
- [Interac Fraud Prevention - Name Matching](https://knowledge-base.zumrails.com/transactions-and-payment-methods/interac-fraud-prevention-name-matching.md)
- [Interac transaction in Review](https://knowledge-base.zumrails.com/transactions-and-payment-methods/interac-transaction-in-review.md)
- [Interac Transaction Stuck in Progress](https://knowledge-base.zumrails.com/transactions-and-payment-methods/interac-transaction-stuck-in-progress.md)
- [Late Failures](https://knowledge-base.zumrails.com/transactions-and-payment-methods/late-failures.md)
- [The transactions for a user keep failing but shouldn’t](https://knowledge-base.zumrails.com/transactions-and-payment-methods/the-transactions-for-a-user-keep-failing-but-shouldnt.md)
- [The Zūm Wallet](https://knowledge-base.zumrails.com/transactions-and-payment-methods/the-zum-wallet.md)
- [Transaction Filtering](https://knowledge-base.zumrails.com/transactions-and-payment-methods/transaction-filtering.md)
- [Transaction Frequencies](https://knowledge-base.zumrails.com/transactions-and-payment-methods/transaction-frequencies.md)
- [Transaction Times](https://knowledge-base.zumrails.com/transactions-and-payment-methods/transaction-times.md)
- [Types of Available Transactions](https://knowledge-base.zumrails.com/transactions-and-payment-methods/types-of-available-transactions.md)
- [What Are Our Payment Methods?](https://knowledge-base.zumrails.com/transactions-and-payment-methods/what-are-our-payment-methods.md)
- [What happens when a transaction fails](https://knowledge-base.zumrails.com/transactions-and-payment-methods/what-happens-when-a-transaction-fails.md)
- [What will be displayed on the user's bank statement](https://knowledge-base.zumrails.com/transactions-and-payment-methods/what-will-display-on-the-users-bank-statement.md)
- [Why did my transaction fail?](https://knowledge-base.zumrails.com/transactions-and-payment-methods/why-did-my-transaction-fail.md)
- [Zum Rails - Interac Request Money Limits](https://knowledge-base.zumrails.com/transactions-and-payment-methods/zum-rails-interac-request-money-limits.md)
- [Troubleshooting and Support](https://knowledge-base.zumrails.com/troubleshooting-and-support.md)
- [How Can I Contact Zūm Rails Support?](https://knowledge-base.zumrails.com/troubleshooting-and-support/how-can-i-contact-zum-rails-support.md)
- [How Do I Change or Reset My Password?](https://knowledge-base.zumrails.com/troubleshooting-and-support/how-do-i-change-or-reset-my-password.md)
- [How do I reset my portal password?](https://knowledge-base.zumrails.com/troubleshooting-and-support/how-do-i-reset-my-portal-password.md)
- [Retrieving Your Account's API Keys](https://knowledge-base.zumrails.com/troubleshooting-and-support/retrieving-your-accounts-api-keys.md)
- [System Status Page](https://knowledge-base.zumrails.com/troubleshooting-and-support/system-status-page.md)
- [What do I do if my wallet goes negative?](https://knowledge-base.zumrails.com/troubleshooting-and-support/what-do-i-do-if-my-wallet-goes-negative.md)
- [What do I do when I get locked out of my account?](https://knowledge-base.zumrails.com/troubleshooting-and-support/gitbook-docs.md)
- [Underwriting: Customers and Partners](https://knowledge-base.zumrails.com/underwriting---customers-and-partners.md)
- [Adding Documents Through Your Portal](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/adding-documents-through-your-portal.md)
- [Completing Your Persona Identity Check](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/completing-your-persona-identity-check.md)
- [Completing Your Zūm Rails Application](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/completing-your-zum-rails-application.md)
- [How can I submit documents for underwriting?](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/how-can-i-submit-documents-for-underwriting.md)
- [How Do I Request a Limit Increase](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/how-do-i-request-a-limit-increase.md)
- [Onboarding New Customers Through Partner Accounts](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/onboarding-new-customers-through-partner-accounts.md)
- [Submitting a Partner Customer Onboarding Form](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/submitting-a-partner-customer-onboarding-form.md)
- [Underwriting at Zūm Rails](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/underwriting-at-zum-rails.md)
- [What Is My Data Security Compliance Level](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/what-is-my-data-security-compliance-level.md)
- [What is PCI DSS Compliance](https://knowledge-base.zumrails.com/underwriting---customers-and-partners/what-is-pci-dss-compliance.md)
- [Users](https://knowledge-base.zumrails.com/users.md)
- [Adding a New User](https://knowledge-base.zumrails.com/users/adding-a-new-user.md)
- [Adding Users through Aggregation](https://knowledge-base.zumrails.com/users/adding-users-through-aggregation.md)
- [Adding Users With Embedded Integration Codes](https://knowledge-base.zumrails.com/users/adding-users-with-embedded-integration-codes.md)
- [Best Practices For Adding Users](https://knowledge-base.zumrails.com/users/best-practices-for-adding-users.md)
- [Deleting a User](https://knowledge-base.zumrails.com/users/deleting-a-user.md)
- [Searching For a User](https://knowledge-base.zumrails.com/users/searching-for-a-user.md)
- [What is a User](https://knowledge-base.zumrails.com/users/what-is-a-user.md)
- [What is Zūm Connect?](https://knowledge-base.zumrails.com/users/what-is-zum-connect.md)
- [Why Does The User's Status Say “Not Connected”?](https://knowledge-base.zumrails.com/users/why-does-the-users-status-say-not-connected.md)