The Optima platform gathers various key analytical data points from your active asset card program and presents the analyzed outputs such as reports, spending trends or analytics indicators in the asset card dashboard. These business analytics provides useful and actionable business insights.
The dashboard provides a detailed real-time analytics and reporting of asset card transfers such as scheduled, successful or failed transfers including the spending and reimbursement patterns of all beneficiaries. In addition, you can dive deep into granular details on each asset card transfers, for example, view monthly funding details and invoices of successful/scheduled transfers including consolidated individual statement to review employee information.
Optima Asset Card dashboards are infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyze your entire asset card benefit program:
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A sneak peek of various status types that are triggered after you create a transfer:
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From the left panel menu, go to Zeta Optima > Programs > Asset card. This opens up the Overview tab.
The asset card dashboard highlights the overall usage patterns of the asset program, for example, which location employees mostly use the benefit amount and what payment tools they use to pay for their spends.
See Asset Dashboard table for detailed descriptions about various indicators.
From Zeta Optima menu, go to Active Programs > Asset Card program > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.
From the left panel menu, go to Zeta Optima > Programs > Asset card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
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.
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From Zeta Optima menu, go to Active Programs > Asset Card program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.
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From Zeta Optima menu, go to Active Programs > Asset Card program > Transfer Report tab. This lists funding details of all transfers such as scheduled, successful, cancelled or revoked in a financial year.
Click a Transfer Month to view the funding details of a particular month.
From Zeta Optima menu, go to Active Programs > Asset Card program > Beneficiaries tab. This lists all employees with their various asset card transaction details such as transferred, spent and reimbursed amounts under an active asset card program. Using the search option, you may also search for an employee by name, email or mobile.
Click the more action () and then select View Statement against an individual to view or download the consolidated payout statement.
From Zeta Optima menu, go to Active Programs > Asset Card program > Reimbursements tab. This lists the employees with reimbursement details such as claimed amount, claim status, supporting bills and merchants. You may also review an individual using the search option or filter your search by status type.
Notice the graph to review the sum total of all reimbursement claims including the approved, pending and declined claims. |
From the left panel menu, go to Zeta Optima > Programs > Asset Card > Claims tab. This lists all employees with their various asset card transaction details such as merchant, document submitted, claimed amount, approved amount and approval status under an active asset program.
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