Financial Overview

Overview (Finance)

The Overview is the central dashboard of the redesigned finance module. It provides you with an immediate overview of your current financial position, upcoming payments, earnings trends and your product portfolio.

Navigation

• Open the ‘Finance’ section in the left-hand sidebar.
• Click on ‘Financial Overview’.
• Alternatively, on any page within the Finance module, you can click the ‘Overview’ tab in the top navigation bar.

Key elements on the page

1. Wallet card

• Displays your current available balance in CHF.
• Two action buttons:
  • ‘Top up’ – opens the top-up process so that you can add money to your e-wallet.
  • Redeem – opens the dialogue box for redeeming vouchers.
• The balance is always displayed in the currency selected from the drop-down menu in the top right-hand corner (currently CHF only).\\

2. Subscription card (Subscription)

• Displays the name of your current tariff (e.g. Standard Account, Business Basic, Business Premium).
• Displays the monthly price.
• The ‘Upgrade’ button opens the full plan comparison page, where you can switch to a higher-tier plan.

3. ‘Pending Refund’ tab

• Shows the amount to be paid out on the next payout date (the 2nd of the following month).
• This amount is calculated based on transactions made up to today.

4. Email Confirmation Banner

• Appears as a yellow-orange warning bar if no verified email address has been registered.
• The text explains that a verified email address is required before payout functions become available.
• Clicking the ‘Validate’ button opens the email confirmation dialogue box directly.

5. ‘Total Earnings’ chart

• A bar chart showing earnings over time.
• Use the two drop-down menus in the top right-hand corner of the chart to filter by product type (‘All’) and by date range.
• Hover your mouse pointer over any bar to view the exact amount for that period.

6. ‘My Products’ chart

• A pie chart showing how many devices of each type are registered under your account (charging stations, meters, doors, TimeCatch staff, etc.).
• Percentages and absolute figures are displayed next to the chart.

7. ‘Usage Overview’ chart

• A large bar chart at the bottom showing monthly usage throughout the year.
• Colour-coded by product type.
• A drop-down menu for selecting the date range in the top right-hand corner of the chart.

8. ‘Settings’ button

• Located in the top right-hand corner of the page.
• Opens the settings window, where you can configure the following:
  • Email address for receiving the monthly invoice
  • Option to receive the monthly invoice as a PDF via email
  • Notifications when a specific balance threshold is reached (email notification when the wallet reaches a set amount)

Settings

Accessible from the overview page via the cog icon or the ‘Settings’ button.

Two main sections:

1. Email address for invoicing
   • Enter the email address to which the monthly invoice should be sent.
   • Optional field for the payment reference.
   • Tick the box: ‘Send monthly invoice as a PDF via email’.
   • Click ‘Save’.
2. Email notification when your account balance reaches a certain level
   • Set a threshold for your account balance.
   • Receive an email if your balance falls below or exceeds the specified amount.

Typical user workflows on this page

• Check your current account balance → top up if necessary → redeem a voucher, if available.
• Check the pending withdrawal amount.
• Extend your subscription if required.
• Open the settings to configure billing emails or account balance notifications.
• Click on the confirmation banner if email verification is still pending.