The Cloud Banking Dashboard gives you a quick look at your finances and includes information on unapproved transaction counts, bank and book balances, connections status and more!
To get to your Cloud Banking Dashboard,
- Click Homepage
- Click the Bank tab.
To set this as your default homepage, check the checkbox.
Here is what you will find.......
- A graph showing deposits and payments for the selected account.
- Connection Status indicator. Green means connected, Yellow ones are connected but have an issue and gray ones are offline banks.
- Book and bank balances.
- Updated time and number of unapproved transactions (get to work!)
- Connect additional accounts right from your dashboard.
- Search for an account
- Sort accounts by any of the data points - connection status indicator, bank name, amount, number of unapproved transactions, any of them!
- Refresh the data.
- Print the list.