When you have multiple accounts with Paytron, the overview page provides you with an overview of activity across all of your accounts.
Why is this page important?
The overview page is an essential tool for prioritising and staying on-top of your clients. It’s important for business with multiple accounts to see a snap shot of activities and action that are required in each account without viewing each profile individually.
Accountants
The overview page is most powerful for accountants. In this view you can look at client balances, balance projections, inflow, outflow and payment statues that require attention. At a glance, you will know what accounts require your actioning.
Multi Businesses
The overview page is a powerful page to business owner who oversee multiple businesses. In this view you can look at client balances, balance projections, inflow, outflow and payment statues that require attention. At a glance, you will know what accounts require your actioning.
What is included in you overview page?
Balance Projection
A view of how much funds you have in your AUD wallet
Inflow
Total $ amount of all scheduled Direct Debits
Outflow
Total $ amount of scheduled payments
Payment Status
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Draft = Total no. of payments in draft and total $ value
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Needs Approval = Total no. of payments in needs approval and total $ value
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Awaiting Funds = Total no. of payments in awaiting funds and total $ value