> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# Route Dashboard
> Use the Dashboard to add and manage linked accounts, transfer funds to them and initiate reversals in case of refunds to customers.
To access Route:
1. Log in to the Dashboard.
2. Click **Route** from the left pane.
You can perform the following actions using Route:
* Add and Manage Linked Accounts
* Initiate a Transfer
* Direct Transfer - Transfer amount to linked account from current balance.
* Transfer from Payments - Transfer payment received from customers to linked accounts.
* Issue a Refund
* Create a Reversal
* View Transfers and Reversals Reports
## Add and Manage Linked Accounts
From the Dashboard, create a linked account and provide the bank account details:
Click **Accounts** tab, and then click **+ Add Account**.
Enter **Account Name** and **Account Email**.
If you want to enable the Dashboard access for the linked account, turn on the toggle bar.
Click **Add**.
In the **KYC Form**, enter **Business Details** and **Bank Account Details**, and then click **Submit Form**.
## Grant Dashboard Access for Linked Accounts
You can grant Dashboard access, enable refunds capability and refund credits for the linked accounts.
### Grant Dashboard Access
You can grant Dashboard access to your linked accounts. After the access is granted, the recipient linked account is notified of this action through a mail (sent to the email address used for onboarding), along with a password reset option.
You can provide Dashboard access while adding a new account.
If you want to provide access to the Dashboard for an existing account:
1. Navigate to the **Accounts** tab.
2. Turn on the **Dashboard Access** toggle against the relevant account.
For more details, refer to the [Linked Account Dashboard](/payments/route/linked-account#grant-dashboard-access-to-linked-accounts) documentation.
### Enable Refunds Capability
Due to government regulations, in certain cases, linked accounts have to directly process refunds to customers.
You can enable refunds capability while adding a new account.
If you want to enable refunds capability for an existing account:
1. Navigate to the **Accounts** tab.
2. Turn on the **Enable Refunds** toggle against the relevant account.
### Enable Refund Credits
By default, refunds are processed using the linked account’s unsettled balance. However, Razorpay Route provides the option to use a Refund Credits pool to process these transactions, instead of the existing unsettled balance.
Upon gaining access, funds can be transferred to the Refunds Credits pool through a specific account number shared by you. Enable Refund Credits for a linked account by sending an email to your Razorpay account manager with these details:
* Linked account name
* Email ID
* Balance type (Refund Credit)
## Export Account Information
You can export account information in .csv format for your business needs. Click **Export All (CSV)** to initiate the download.
## Initiate a Transfer
### Direct Transfer
You can transfer funds to your linked accounts directly from your account balance using Direct Transfers.
**Feature Request**
This is an on-demand feature. Please raise a request with our [Support team](https://razorpay.com/support/#request) to get this feature activated on your Razorpay account.
to get this feature activated on your account.
Follow these steps to create a direct transfer to a linked account:
Log in to the Dashboard.
Under **PAYMENT PRODUCTS**, navigate to **Route** → **Transfers**.
Click **+Create Direct Transfer**.
In the popup, provide the following details:
1. **Account** - Select the linked account to whom the amount should be transferred.
2. **Billing Amount** - Enter the amount to be transferred.
3. **Settlement Schedule** - The following options are available:
* **Settle Now** - Settle the transfer in the next available settlement slot.
* **Schedule Settlement on** - Settle the amount on a scheduled date.
* **Put on hold** - Put the settlement on hold indefinitely.
4. **Notes** - You can add any additional information regarding the transfer.
Click **Create Transfer**.
#### View Direct Transfers
Once created, the direct transfer appears on the Transfers list. Click on the transfer id to view the details on the side panel. For a direct transfer, the **account id** will appear as the source.
### Transfer from a Payment
The payments received from customers appear in the **Transactions** tab. To view these in detail, click the relevant Payment ID. After the payment is captured, you can initiate the transfer to the linked account:
Under the **Payments** tab, click the relevant **Payment ID**.
In the Payment details pane,
1. Select the linked account to transfer to from the drop-down list.
2. Enter the billing amount. It can be a full or partial transfer.
3. Select the **Settlement Schedule** option
4. **Settle Now** - Use this to settle in the next available settlement slot. If your schedule is T+3, the transfer will happen accordingly.
5. **Schedule Settlement On** - Select this to schedule the transfer to a later date using the calendar.
6. **Put on Hold** - Use this to defer the transfer until specified otherwise.
Add internal notes relevant to the transfer if any. You can choose to share the note with your linked account.
Click **Create Transfer**.
The transaction is available in the **Route** section under the **Payments** and **Transfers** tabs. From here, you can initiate transfers and reversals for linked accounts.
## Issue a Refund
To issue a refund to the customer:
Under the **Payments** tab, click the relevant **Payment ID**.
In the **Payment details** pane, click **Issue Refund**.
1. For a full refund, enter the total transaction amount. Enter comments if required, and then click **Issue Full Refund**.
2. For a partial refund, enter the amount. Enter comments if required, and then click **Issue Partial Refund**.
The refund transfer takes place from your primary account. Hence, you must create a corresponding reversal for the linked account. This can be done manually, or you may use the **Reverse all Route Transfers as well** option for automatic reversal.
In the dialog box that appears, confirm refund by clicking **Yes, Refund**.
## Create a Reversal
To move funds back from the linked account to your account, follow the below steps:
Under the **Transfers** tab, click the relevant **Transfer ID**.
In the **Transfers details** pane, click **Create Reversal**.
1. For a full reversal, enter the total transfer amount. Add internal notes and share it with linked account if required. Click **Create Full Reversal**.
2. You can also make a partial reversal. Enter the amount, add notes if required and click **Issue Partial Refund**.
In the dialog box that appears, confirm reversal by clicking **Yes, Reverse**.
You can view the reversal in the **Reversals** tab.
## View Transfers and Reversals Reports
You can view the transfers made to and reversals initiated from linked accounts in the Transfers and Reversals reports available in **Dashboard** → **Reports**.
### Transfers Report
To view the **Transfers** report:
Under the **Transfers** tab, select the **Period** - Daily or Monthly and choose the date or month.
Select the file format - You can choose CSV, XLSX or XLS formats.
Click **Download Report** or get it emailed to your registered email address by clicking **Email Report**.
This report is displayed as shown below:
### Reversals Report
To view the Reversals report:
Under the **Reversals** tab, select the **Period** - Daily or Monthly and choose the date or month.
Select the file format - You can choose CSV, XLSX or XLS formats.
Click **Download Report** or get it emailed to your registered email address by clicking **Email Report**.
This report is displayed as shown below: