Instructions by status and provider Grouped
Work orders grouped by service provider and Status with their amount USD totals.
- ATM Management System
- Reports and analytics
Reports for the questions your team asks
Review instructions, decisions, provider outcomes and account differences.
Overview×
ATM Management System · Overview
ATM Management System dashboard
This quarter
Account applications in view
6Total initial deposit usd
2,230Draft
2Submitted
1Work orders by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 29 | ||
| Review | 20 | 69% | |
| Authorized | 15 | 75% | |
| Submitted | 10 | 67% |
Amount USD by status
Sample totals per stage
More reports
Open provider instructions by request date List
Submitted and Pending instructions with requested at and their provider instruction reference.
Application decisions List
Account applications by Status, decision at and initial deposit USD.
Confirmed settlement by account Grouped
Confirmed work orders and their linked work order accounts by financial accounts.
Provider movement exceptions List
Unmatched and Exception reconciliation items with amount, occurrence date and account.
Snapshot balances List
Ledger USD and available USD by account and snapshot date.
Review history List
Review decisions with Reviewer, source revision, Decision, decided at and Reason.
Operation result audit List
Operation receipts by result state, Action, occurred at and failure reason.
Set up ATM Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.