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  • Created by Unknown User (saptarag), last modified by user-5c3b0 on Jun 13, 2019
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Overview

Zeta Optima platform gathers various key analytical data points from your active Books & Periodicals card program and presents the analyzed outputs such as reports, spending trends or analytic indicators on the dashboard. These business analytics provide useful and actionable business insights.

The dashboard provides detailed and real-time analytics and reporting of Books & Periodicals card transfers such as scheduled, successful or failed transfers including the spending patterns of all beneficiaries. In addition, you can dive deep into granular details on each card transfers, viewing monthly funding details and invoices of successful and scheduled transfers including consolidated individual statement to review employee information.

Books & Periodicals Card Dashboard

Optima Books & Periodicals card dashboards are infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyse your entire books & periodicals card benefit program:

Status Types

A sneak peek of various status types that are triggered after you create a transfer:

 Click here to expand...
  • Scheduled: This is an ideal status once you create a transfer to be disbursed on a later date.
  • Stalled: Zeta holds your transfer if you don't have sufficient balance and updates the status as stalled.
  • Initiated: Zeta verifies the scheduled transfer, picks up the transfer for processing on the payout date and updates the status as initiated.
  • Completed: Transfer appears as completed when a transfer is successfully executed.
  • Cancelled: Zeta changes the status to cancelled in the case of an invalid employee file upload or when you cancel a scheduled transfer. This is also true in the case of an individual in a scheduled transfer.
  • Failed: Transfer appears as failed due to wrong internal processing errors. Contact Zeta Support.
  • Invalid: You see this status against an individual invalid entry in the employee file such as blank in the amount column.
  • Revoked: This is the status you see when you revoke the payout from an individual in a completed transfer.
  • Partially Revoked: This is the status you see when you revoke a partial payout from an individual in a completed transfer.
  • Account Not Created: You get this status when you try to create a transfer against an unknown person.

Analyze Your Active Books & Periodicals Card Program

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Books & Periodicals card. This opens up the "Overview" tab.

  3. The Overview tab highlights the overall analytic of usage patterns of your program, such as the location where employees mostly use the benefit amount, the payment tools they use to pay for their spends. 

View All Transfers

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Books & Periodicals card > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.

  3. On this page, click any transfer ID to view the granular details about individual entries in a specific transfer.

View Scheduled Transfers

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Books & Periodicals card > Transfer Orders tab. This opens all transfers such as scheduled, completed, cancelled, stalled or failed orders.

  3. Click the transfer ID of a scheduled transfer or filter your search by status type as Scheduled. This lists all individual entries in a scheduled transfer. 

    Using the search option, you may also search for an individual by name.

    Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.

     Click here to expand...

    Total Transfers

    List all entries, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit a successful and scheduled transfers.

    Scheduled Transfers

    List all scheduled entries that are yet to be processed. This helps you to make quick adjustments if you foresee any changes in the transfer before the payout date.

    Successful TransfersList all successful entries that are processed or transferred. You may completely or partially revoke an individual payout only if disbursed amount is unused.

    Waiting For Beneficiary

    Gives all individual details those who haven't completed KYC process or yet to install Zeta app on to their smartphone. In this case, transfer would be stalled and a notification would be triggered to the employees to comply with KYC or get started with Zeta to receive and use the credits.

    Failed Transfers

    Keeps a track of transfers that are not processed due to some server or internal errors. Contact Zeta Support to fix the issue.

View Monthly Transfer Report

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Books & Periodicals card > Transfer Report tab. This list down funding details of all transfers such as scheduled, successful, cancelled or revoked transfer in a fiscal year.

  3. Click a Transfer Month to view the funding details of a month.

View Employees and Statements

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Books & Periodicals cards > Beneficiaries tab. This lists all employees with their various  Books & Periodicals card transaction details such as transferred, spent and reimbursed amounts under an active Driver Salary Card program. Using the search option, you may also search for an employee by name, email or mobile.

  3. Click the more action and then select View Statement against an individual to view or download the consolidated payout statement.

  4. The employee statement gives a consolidated view of  Books and Periodicals card usage patterns including personal details, eligibility, bills in review and deposits for your internal tracking any time or periodically.

View Claims

  1. Login to the Zeta Optima platform

  2. From the left panel menu, go to Zeta Optima > Programs > Books & Periodicals Card > Claims tab. This lists all employees with their various books & periodicals card transaction details such as merchant, document submitted, claimed amount, approved amount and approval status under an active books & periodicals program. 

  3. Using the filter by status drop-down, you may also filter by pending, approved or declined claims.

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