The Dashboard is your starting page. Here you can find all your information about:
Cash in today
Biggest net revenue drivers
Each card has its own functions to give you more insights about your Settlement. In the following, all the functions of those cards will be explained.
Cash In Today
Here you can see the totals gross amount related to the transactions, that happened today, yesterday (excluding today) and 7 days ago. By clicking “Trigger Cash Out” you will be redirected to the EXFS home banking platform.
Biggest Net Revenue Drivers
This Pie Chart gives you the repartition of revenues paid by your partners. All contributors, that make less than 5% are aggregated under the category “Other”. With the drop down you can choose the different time frames: Today, Last 7 Days, Last 30 Days
In this chart, you can see which amounts got transferred to your account (settled). With the drop down you can choose the different granularities: Daily, Weekly, Monthly
In this card you can see all EMPs, for which you did not provide any tax configuration yet. If there are more than three EMPs, the list becomes scrollable. By clicking on “Go to Tax Configuration” you will be redirected to the Tax Configuration Tab, where you can define each tax for every single EMP (further information: Tax Configuration)
All your new notifications are shown in this scrollable list. The header of each notification is the bold written date and time on when this message arrived. The body of the notification is the subject of the message. If you want to read the whole message in detail, just hover with your mouse over the circled “i” on the right top of the message. All messages can also be seen in the HBS.
In case you need any help, our Support Team is happily waiting for your request. By clicking on “Create a Request” you are redirected to the Hubject “Submit a Request” - website. Here you can submit a ticket for solving your issue.
In this card all transactions, which could not be settled are shown. A possible reason for that could be that the EMP did not have enough credit on its account, the IBAN was not correct or there is some temporary maintenance on the system. All transactions can be retransmitted in the CDR Control Center.
In the table, you can see the date of the last request for transfer that was failing, the Provider ID, the amount related to the CDR and the reason of failure.
Here you can see the latest refunds, which were requested by the EMP, or got outdated, as well as the ones accepted or refused by your company. By clicking on “Go to contest center” you will be redirected to the Contest Center, where you can accept or refuse requested refunds.