1. Allied Payment’s FI Admin Dashboard Overview and Reports
Welcome to this introduction to Allied Payment’s Financial Institution Admin System.
In this brief recorded session we will introduce you to the Dashboard and key reports.

2. Dashboard for FI Admin
The Main Screen of the Admin System is <CLICK> the Dashboard
This provides you with up to the minute information on your picture pay program and navigation to other reports and tools.
As you look at the dashboard, The first date listed <CLICK> in the Cust Date should be today and the second should be 12/31 of the current year, in order to capture all payment activity.
You can change the dates for activity of a specific time period by typing in a date or choosing one from the calendar and clicking on the refresh link to update the data. This will allow you to quickly obtain statistics from any time frame you wish to view.
The information listed within the dashboard refreshes <CLICK> every 60 seconds so you truly have up to the minute information on your program.
An Item count and dollar amount are presented within the dashboard for all scheduled payments. <CLICK> It includes those that will be sent out electronically and via paper draft. As well as any payment items on Bank Hold or that have been rejected.
Bank Holds are payment items that need bank intervention. <CLICK> Not only are all Bank Hold items listed here but the Financial Institution is also alerted by that there is a payment that needs attention. The most common cause for Bank Holds are customers attempting to make a deposit rather than a payment through Picture Pay. To find and view both Bank Hold and Rejected items quickly you can simply click on Bank Hold or Rejects to be taken to a page with only those outstanding items listed along with their associated picture and additional payment details.
Additionally the dashboard displays <CLICK> the number and percent of all payments listed that are being sent electronically. Those payments that are being send via an expedited option are also listed along with the fees to be collected. <CLICK – CLICK>

3. Reports: Transaction Report
By choosing <CLICK> the Reports button on the left side of the main menu, you can display <CLICK> the transaction report on your screen. The transaction report has all of the functionality of the Research page introduced in another training module, meaning you can sort by any of the column headers. The report provides research functionality and you are able to export your findings into a CSV or PDF formatted file.

4. Reports: Paper Report
You can change your report type <CLICK> from transaction to paper. The paper report is also exportable. Like the Daily Transaction Report, it lists only those items that have been paid via a paper draft. This can be a helpful tool for such things as lockbox opportunities in your market.

5. Reports: Audit Log
The final report you can choose to view or export is <CLICK> the audit log. The audit log shows you any changes made to payments within the FI Admin by your administrative users. This allows you to monitor or review all changes and edits being made to payments. Like the other reports, this report can also be exported.

6. Allied Payment’s FI Admin system gives you up to the minute access to your Picture Pay Program making it quick and easy to evaluate activity, monitor payments, research and service your customers!
This concludes this training module.