Account and Reports
Accounts
The Account page provides an overview of your account's subaccounts. This helps you manage view statement, track transactions, and monitor balances in real time.
Overview
At the top of the page, you can quickly view your account performance:
Today – Total amount collected today.
Yesterday – Total amount collected yesterday.
This Month – Aggregated collection amount for the current month.
Last Month – Aggregated collection amount for the previous month.
Subaccounts
Funds can be separated into different subaccounts for better financial management:
Main – Account for settlement purpose.
Credit – Used for credit-related transactions.
Default (Virtual) – A virtual account used for system-defined settlements. You can create multiple subaccounts to separate your form collection earning.
Account Banks
This section lists the bank accounts linked to your profile (e.g., Affin Bank / Affin Islamic). You may add multiple bank accounts for your account.
Reports
The Reports feature allows you to view detailed transaction and account activity summaries. Reports can be used for:
Financial auditing
Monitoring collections across different subaccounts
To download account statement:
Click Report on the Accounts page.
Select the desired date range and report type.
Download or export the report for further analysis.
To view subaccounts report:
Click Report on the Subaccount page.
Select the desired date range and report type.
Download or export the report for further analysis.
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