Once logged in to Access PaySuite, all users will see a dashboard as their homepage. This cross payment view will provide an oversite of your business. The view will vary depending on your role and active payment methods used by your organisations.
A client admin user for the Direct Debit service will be able to view the following charts:
Weekly collections value: This week vs last week
Weekly transactions: This week vs last week
Combined totals
Other key figures will also be displayed such as:
Overall success rate: percentage increase or decrease from the previous week
Failed payments - this month: total value across the number of transactions
Monthly value: the total value of the calendar month
Monthly transactions: the total number of transactions of the calendar month
Payment method statistics
Each payment method has its own reporting highlights. For Direct Debit, you can see the total value of collections this period vs last period. The success rate will also confirm if it has been higher or lower than last month.
For Cards & Wallets, you can see the successful amount taken from transactions.
(gross authorised value) for the period vs last period. The success rate will also confirm if it has been higher or lower than last month.
For Pay by Bank, you can see this period’s payments vs last period and the completion rate.
Each payment method is represented by a colour. This is reflected in the charts, graphs and key figures. Use the filters to narrow your search by activated services and time period. Available time frame filters are:
1 day (24H)
7 days (7D)
2 weeks (14D)
1 month (30D)
Active Services
All users can view the active services panel to see which payment methods have been enabled.
On the payment methods that have been enabled, you will be able to see the success rate, the transaction count and the value collected. To see a summary of the total value and total transactions, click Manage below the payment service.
If a payment service is inactive, the service will be reflected in the Grow Your Business panel. To see what the service can offer and how to get access, click Learn more & activate.
Roles
Every user will be able to see their active services or grow your business panel on their dashboard.
You role for each service will identify what information can be seen:
A client admin users for the Direct Debit service will be able to view figures, charts, key figures, highlights and recent transactions.
A client user, client add only and client view only users for the Direct Debit service will only see Direct Debit as an Active service - no figures or charts.
Cards & Wallets and Pay by Bank figures are shown to anyone with an active service, regardless of their Direct Debit role.
The active services panel lists every active service for every role.
Recent transactions
Users will also be able to see their latest business activity through Recent Transactions.
A client admin user will see Direct Debit transactions appear in this table, whereas
Cards & Wallets and Pay by Bank transactions appear for anyone who has that service active. If you have more than one service activated, both sets of transactions will appear in the table.