Fee Connect Wise Reports

Fee Connect Wise Reports

Introduction 

In this release, we've introduced two new reports to the Payment Dashboard, making it easier for you to track and analyze your financial data.

How to Navigate?

  1. Access the Main Menu 
  2. Navigate to the Dashboard
  3. Click on the Payment Dashboard
Now, let's dive into what these reports can do for you:

1. Fee Collection Summary:
  1. The Fee Collection Summary gives you a clear overview of your collection fee-wise for your miscellaneous payments, like ones from payment links, allowing analysis of payment trends based on fees collected.
  2. Customize your analysis with the following filters:
    1. Fee Name: You can multi-select fees from the dropdown.
    2. Currency: Select the currency you want to view collections for.
    3. Payment Date: Set a date range to see fee collection summaries within your specified timeframe.
2. Fee Ledger Summary:
  1. The Fee Ledger Summary provides an overview of your ledger data categorized by fees, allowing you to easily analyze the summary and trends associated with fees present on the ledger all in one centralized view.
  2. It shows the following data for each fee:
    1. Count of applicants who have paid, partially paid, or are yet to pay the fees.
    2. Various amounts including total amount, paid amount, discount, amount to be paid, and paid late fees.
  3. Customize your analysis with filters like:
    1. Fee Name: You can multi-select fees from the dropdown.
    2. Currency: You can select a currency from the dropdown for which you'd like to see collections.


Explore these new reporting features today and unlock valuable visibility into your financial data. 

Conclusion

The new Fee Connect Wise Reports provide institutes with deeper insights into collections and ledger data. With customizable filters and clear summaries, they make financial tracking more transparent, efficient, and actionable.

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