Activity Feed
The Activity Feed is a powerful financial management tool designed to give administrators a clear, real-time view of debits and credits across different accounts within their company. It facilitates effective financial monitoring between thier payment, disbursement, and employee sub-accounts.
Accessing the Activity Feed
Company administrators can access the Activity feed by selecting AutoPay from the navigation pane.
Once the page loads you should see the Activity feed load.
Activity Detail
This feature is a white-labeled component from our third-party vendor, Unit, that allows the end user to see transaction details for one transaction from Unit.
Accessing the Activity Details
On the Activity page in the Autopay section, find a transaction you want more details on.
Select the transaction and the details should appear.
3. To exit the activity detail view, click on the exit ('X') within the pane.
Download Statements
Downloading bank statements is a common practice for individuals, businesses, and financial institutions to adhere to with record keeping rules.
Access bank statements
From the Activity page, select the Download button.
A modal will appear to select the account and statement date to download the report.
The statement will download following the browser’s process in the selected date range.
Funding Reports
Funding reports track and report on the movement of funds from the external payment account to the disbursement account. Its primary purpose is to offer a clear and detailed overview of debit transactions, ensuring that administrators and financial stakeholders have a comprehensive understanding of the flow of funds between these crucial accounts.
Accessing the Funding Report
As an company administrator once you are logged into the company portal, select Autopay from the navigation pane.
Once the page loads, you should be on the ‘Activity’ tab. Then click on the ‘Funding Report’ tab to the right of the ‘Activity’ tab.
The Funding Report page appears, and the admin will have the ability to select which Funding Report they would like to download. Each record shows the month, time range and amount for the funding event, and a download button.
Once an admin clicks on the download button, the selected funding report should appear.
Autopay Settings
For a company administrator, they can have quick access to their Autopay settings from their company’s autopay section. The ‘Autopay Settings’ grants visibility into the payment account that is connected with the disbursement account.
Accessing the Autopay Settings page from the Autopay Main Page
Upon navigating to the main Autopay page, there is a button labeled ‘Settings.’
When a user clicks this button, they should be redirected to the ‘Autopay’ tab in their company ‘Settings’ page.
