Dashboard
The Dashboard gives you a bird's-eye view of your payment activity for the current month. It's the first page you see after signing in.
Summary Cards
At the top of the dashboard you'll find six summary cards covering the selected date range:
| Card | Description |
|---|---|
| Total Volume | Combined net batch total across all locations |
| Transactions | Total transaction count across all batches |
| Avg Ticket | Average transaction value |
| Open Batches | Number of locations with an unsettled open batch |
| Reconciled | Number of batches that have been reconciled |
| Discrepancies | Number of batches with unresolved discrepancies |
Filtering by Date Range
By default the dashboard shows month-to-date data. You can change the date range using the date pickers in the top filter bar.
- Click MTD to jump back to the current month-to-date view
- Use the Location and MID search fields to filter down to a specific location or merchant ID
- Click the ✕ button to clear all filters
Location Table
Below the summary cards is a table of all your locations. Each row represents a physical location and can be expanded to show individual MIDs (merchant IDs) beneath it.
Location Row
Click any location row to expand it and see its MIDs. The row shows:
- Batches — total batch count for the period
- Transactions — total transaction count
- Volume — total dollar volume
- Avg Ticket — average transaction value
- Open Batch — indicates if there is a currently open batch
- Status chips — reconciled (✓), discrepancy (!), and pending counts
MID Row
Each MID row (shown when a location is expanded) shows the same fields for that specific merchant ID, plus:
- The open batch reference number, current running total, and transaction count
- A View Open link to jump directly to that batch
- An All Batches link to see all batches for that MID
Open Batches
An open batch means transactions are still being processed and the batch has not yet settled. The running total shown for open batches is calculated live from transactions already received — it updates each time you sync.
Open batch totals update automatically every 15 minutes during business hours. Use the Sync Now button on the Batches page if you need an immediate update.