Overview and Insight

Introduction

To continuously provide a clear view of what is happening with your account and your customers in the partner portal, you are greeted with a Dashboard upon login. This provides an overview of both historical rolling statistics and flags customer accounts where deviations have been reported, giving you a reason to take a closer look. The platform is constantly striving to make it easier for you as a partner to save time by providing information and tools to work efficiently with automated accounting.

Overview

This gives you a snapshot of the number of customer accounts you have and historical information on how much data has flowed through all the customer accounts linked to your partner account. Select the time resolution to view trends.