What does the Home Screen tell me?
The Home Screen provides a snapshot of information and actions to take to keep your business humming.
You will be directed to the PaymentSource Home page upon logging into the Fintech Portal. The widgets summarize information and actions to take from each section in the portal with quick links to their respective pages.
💡 Some widgets depend on your subscription level. If you are unsure of your plan level, go to Settings > Plan for further subscription information.
The widgets on the page will display data for the selected location (chosen at top of page):
How-To Guide
The following table lays out the purpose of each widget and links to the relevant knowledge base articles.
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Insight
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Description
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Related Knowledge Base Article
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Invoices This Week
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- Count of invoices received within the current week from distributors.
- Click the tile’s View All Invoices link to be redirected to Invoices > My Invoices.
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How do I see all of my invoices?
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Average Weekly Spend
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- The average amount spent each week based on invoice totals from the last 4 weeks.
- Click the tile’s See More Insights link to be redirected to Insights > Spend Analysis.
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How can Insights protect my margins?
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Pro Tip
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Tips to help you get the most from PaymentSource.
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PaymentSource Knowledge Base
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Upload Invoice
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- A widget that allows you to upload a non-alcoholic invoice right from the Home section by clicking the Upload Invoice button.
- Available for clients who opt in to make APA payments (non-alcoholic) through Fintech.
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Where do I upload and manage my invoices?
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Uploaded Invoices This Week
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- The total count of invoices you’ve uploaded to the portal within the current week.
- The tile only shows invoices that need to be reviewed, are processing, or have an error.
- Click the tile’s View All Uploaded Invoices link to be redirected to Invoices > Manage Invoices.
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Where do I upload and manage my invoices?
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Recent Transactions
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Spending totals for the current and previous week based on received invoices, including:
- Total amount spent in the current month.
- Amount spent in the previous week.
- Amount spent in the current week.
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How can Insights protect my margins?
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Upcoming Transactions
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- Amounts to be paid out for the current and following weeks.
- Calculated using invoices that have a status of Pending and have a due date after the current day.
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How do I see all of my invoices?
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Last # Payments
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- List of the most recent payments to distributors, including the payment date and the payment amount.
- Click the tile’s View All Payments link to be redirected to Invoices > Payment Activity.
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Where can I find the invoice and payment history?
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Fun facts, recipes and events
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Rotating content, such as fun facts about Fintech, upcoming events, and recipes.
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