This guide provides a step-by-step walkthrough of the Banked Dashboard's primary features and functionality, enabling you to effectively manage and analyze payments, mandates, and related data.
Key Features
Dashboard Home – Analytics
- At-a-glance overview of payments and mandates through interactive charts and pie charts
- Date range filtering for targeted analysis
- Drill-down functionality on pie chart segments to display detailed, pre-filtered list views
- Enhanced insights into specific segments for data-driven decision-making
Transaction Management
Transactions List
- View all transactions, including pay-ins, refunds, and mandates
- Filter transactions using a variety of criteria (e.g., date, status)
- Search by ID, reference, or customer name
- Sort by date fields for easy review
- View detailed transaction information at a glance
Refunds (AU Only)
- Access a list of all refunds
- View refunds associated with specific payments in the payment’s detailed view
- Create refunds directly from payment entries
Reporting
- Export transaction data seamlessly using the built-in export feature