We're excited to announce our new Insights Room is now available for system administrators. You can find the new tab in the top menu of the portal, as shown in the screenshot below.
This new dashboard provides a centralised view of your financial activities, giving you instant insights all in one place.
The Insights Room is made up of four key elements: Balance, Rebates, Merchant and Settlements. Below is a description of each tab and the information it provides.
- Balance: View current and historical balances by account and currency, allowing you to view the balance for any given day.
- Rebates: View and track rebates earned on your transactions by card type, account, and currency. It provides a breakdown of settlements, refunds and fees, with the option to filter results by a specific date range.
- Merchant: Easily track and review the suppliers you've paid. This helps you understand which suppliers you spend the most with, using the graph and summary table .You can filter by date range, currency, card type and account.
- Settlements: This provides an overview of all settlements, with the ability to filter by card, merchant and currency.
Note: All the filters can be found on the left side of the screen.
If you have any questions, or you are a system administrator without access to this tab, please raise a ticket with our customer support team here.