How to use Insights

Insights helps you review incoming payment activity by currency, period, and payment method.

1. Open Insights in the left menu.

2. Choose a currency tab such as USD, CAD, GBP, EUR, or AUD.

3. Use the date selector, labelled All time before you change the range, to choose your reporting period.

4. Use All Methods to narrow the view by payment method where options are available.

5. Review Total amount received, Transactions, and Active Clients alongside the trend chart.

6. Scroll to the Clients table to see transaction count, total amount, amount received, outstanding amount, and last transaction date. Select View invoices for the relevant client.

Make comparisons using the same currency and filters. A total for USD is not automatically a total for every currency.

If the view is empty, widen the date range and check the currency and method filters. For transaction-level reconciliation, open Transactions and inspect the underlying records.