Overview Tab
Get a complete snapshot of resident billing activity across your facilities.
🧾 Summary Tiles
- Total Balance – Sum of all residents’ petty cash wallets
- Pending Approvals – Number of top-ups/invoices needing review
- Total Spend – All resident expenditure in the selected time period
- Highest Spending Residents – Top spenders + their transaction count
- Staff Transaction Count – Staff with the most transactions logged
💡 Time filters: Weekly / Monthly / Yearly
💼 Facility selector allows switching between facilities
🪪 Transaction Table
A searchable and filterable ledger of all transactions.Filters:
- Type, Category, Method, Status
- Service By, Resident
- Date Range
- Amount Range
Actions:
- 🔍 Search transactions
- ➕ Log New Transaction
- Choose Invoice or Top-up
- Required: Resident, Category, Amount, Payment Method
- Optional: Notes, Proof
- 📥 Get Statement — Export data as CSV or PDF
- 🧾 Transaction Details Modal – See all info and activity logs for each transaction
💡 Looking for something else?
Feel free to reach out to us at [email protected] — we’re happy to help!