System Health
SA Field Coverage
Recent Work Orders
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Bank Account Register
Browse Accounts
Banks
Contact Directory
Every active agent — type, region / area covered, and the books (bank mandates) they workNews Flash
Company noticeboard — training, policies, birthdays, events, regulatory. Admin & Procurement post.Reporting Line
Company structure and escalation path. Admin & Procurement edit.Companies
Onboarding Pipeline
Track every contractor through the 6-stage onboarding process
Procurement Activation Reports
Automated summaries of contractors with outstanding activation actions, sent to Procurement on schedule
Report Schedule
Gap Summary
Contractors Requiring Action
CDC Renewal Report
Skip Trace Agents
Rate Card Definitions
Colour-coded by role — consistent across agents, contracts & invoicingRate Cards
Work Orders
Work Orders
Accounts Payable
Cost to Company
By Agent Type — Cost Centre Model
Cost Centre Agents
Salaried Staff
Contribution Report
By Agent Type
6-Month Trend
Per Agent
Book / Product Rate Card
Weekly REPO Target Scorecard — Set Targets
% Split Rate Reference
Company Identity
PNG / JPG · max 2 MB
CDC Certificate — Company
Click or drag & drop
PDF, PNG, JPG · max 5 MB
Welcome Pack
Basic HTML is supported (e.g. <p>, <strong>, <ul>). Authored once, reused for every new agent's welcome email.
Notification Settings
Turn off any automated notification type below if it's become noisy. Everything defaults to on.
Equipment Register
System Users
Agent Contracts
Accounts Receivable Gross commission = Cost of Sale
Outcome Management
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Dispute Queue
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ANPR Camera Cost Configuration
Per-agent monthly rental and per-hit deduction — deducted from net commission on INVOICE_CREATEDIRP3 Tax Certificates — Independent Contractors
Generate an IRP3(b) tax certificate for any contractor for a given South African tax year (March–February). The certificate opens in a new tab and can be printed to PDF.
Broadcast to Users
Send an announcement to portal users as an in-app notification and/or a branded email.
Audit Log
Billing Outcome Categories
Contractor Reimbursements
Reimbursement Claims
Portal contractor expenses submitted for company reimbursement
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Revenue & Operational Targets
Set monthly, quarterly, or annual targets. EXCO dashboard shows actual vs target with RAG status (Green ≥95%, Amber 80–95%, Red <80%).
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Bank Revenue — Monthly Bank Invoice (excl. VAT)
Capture the total Bank Invoice value per bank for each month (backdate any past month, or update the current month as it progresses). This figure is authoritative for EXCO Gross Revenue, % to target, Bank Performance and the P&L per book.
Payroll — Salaried Employees
Salaried Employee Profiles
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