OA Pending Transaction per Payment Type

Overview

"Pending Transaction per Payment Type" is the total payment amount that has yet to be reconciled with the bank account.

pending payments include mature PDC (post-dated cheque), Mollak payments, ... etc, which are grouped by their type.

How is it calculated?

This metric is calculated using the following formula:

Total pending transactions = SUM(Payments pending clearance)

Inclusions and exclusions: 

    - includes all OA property

Where to find this metric?

1. Go to the Global-View in Socienta (eg. https://dune.socienta.io/).
2. Click on the Dashboard icon (Socienta).
3. Navigate to the OA Collections (Socienta). 
4. Filter the data by date to view specific metrics for that date.

How to use filters in our dashboard?