Consult Management Dashboards
Learn how to check your bank balances on the nBanks Dashboards.
Company A needs to daily consult the evolution of bank balances of its accounts. This functionality allows you to view, in an agile and simplified way, capital inflows and outflows and the daily balance evolution of your accounts.
Step 1
Access the Dashboards, in the upper left corner of the page.
Step 2
In this area, you will find various information:
- Inflows and Outflows;
- Balance of all Accounts;
- Daily Balance Evolution;
- Balance by Banks;
- Balance by Companies;
- Unupdated Accounts;
- Balances on a specific date.
Step 3
You can filter this information by Company, Country, Currency, Balances, and Time Period. You also have the option to Export some information.
Step 4
After selecting the desired filters, click on Filter.
And that's it! You now have access to this aggregated information for a quick view of your banking information.