The Earnings feature is your go-to tool for managing financial transactions, inviting collaborators, and overseeing bank account details. Designed to help you monitor earnings, manage accounts, and collaborate seamlessly, this feature offers a complete financial overview.

Key Functionalities

Statistics

The Statistics section gives you a detailed view of your earnings, complete with historical data and trends. Earnings are visually represented through charts, allowing you to track income over time—weekly, monthly, or yearly. You can dive deeper into your earnings by category, such as project-based income, bonuses, or other sources. With customizable filters, you can narrow down your view by date or income type, and comparison tools let you measure performance across different periods or against goals.

Invite User

The Invite User feature enables you to share your earnings data with others, whether it's for collaboration with a team, or to provide access to accountants or financial advisors. You can assign specific roles and permissions to each invitee, ensuring they see only what's necessary. The invitation process is secure, with email links for joining and the option to revoke access at any time. You can also track the status of your invites to ensure smooth collaboration.

Add Bank Account

The Add Bank Account feature simplifies how you link and manage your bank accounts on the platform. You can securely integrate multiple accounts, designate which account receives specific payments, or set a primary account for all transactions. The platform ensures your bank details are encrypted and secure. Once added, the account undergoes a verification process, typically involving small deposits to confirm its validity. You can update, switch, or remove accounts as needed.

User Interface and Experience

The user interface is intuitive, with a dashboard that displays key information clearly and allows easy navigation. Real-time updates ensure that your earnings, invitations, and bank account information are always current and accurate.

Benefits

The Earnings feature provides comprehensive financial management, helping you track income and make informed decisions. The Invite User option enhances collaboration by allowing key stakeholders access to your financial data, promoting transparency. Finally, the secure bank account integration ensures your finances are handled efficiently and safely.

Conclusion

The Earnings feature is essential for anyone needing to track income, manage transactions, and collaborate on financial matters. It combines data visualization, secure user management, and efficient banking integration to give you full control over your earnings. Whether managing personal finances or overseeing team finances, this feature equips you with the tools needed to handle earnings confidently and easily.