New dashboard, new business insights
October 1, 2017
We know you’re not just providing accounting services—you’re running a business. That’s why our latest updates to CPACharge focus on providing you instant access to key business metrics right in your account dashboard.
In the new dashboard, you can:
- See month-to-date and year-to-date payment stats front and center
- Toggle between views to see data for the past 30 days, 90 days, or 12 months
- See your ten most recent transactions and top ten clients by volume
- Use the payment volume and source charts to spot trends and project cash flow