Operations Dashboard

Real-time overview •

TOTAL TRANSACTIONS

No transactions loaded

PENDING / ON HOLD

Requires attention

TOTAL SEND VOLUME

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Currency-based totals

OUTSTANDING COLLECTIONS

Awaiting collection

OUTSTANDING SETTLEMENTS

Awaiting settlement

NET FX + FEES PROFIT

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Recorded profit

Transactions by Status

Transactions by Corridor

Monthly Send Volume by Currency

Recent Transactions

Compliance Alerts 0 active

Correspondent Portal

Correspondent Dashboard

Incoming transactions, collection operations and settlement position •

New Incoming Transactions

0 new

Transactions remain highlighted until explicitly reviewed.

Awaiting Receipt

Sent to your office

Processing

Received and under action

Ready for Collection

Beneficiary may collect

Exceptions

Hold, return or expiry

Pending Settlement

Not yet settled

Today

This Week

This Month

Operational Work Queue

Prioritised transactions requiring attention

Settlement Position

Current unsettled principal

Customers & KYC Management

Local customer records, KYC status and risk profile

Customer	Phone / Location	KYC	Risk	Txns	Last Activity	Actions

Transactions

Outgoing, incoming, AML, settlement and collection workflow

General Search

Status

Corridor

Outgoing

Incoming

AML Required

Pending Settlement

Transaction	Beneficiary	Amount	Operational	Compliance	Settlement	Action

Treasury & Finance

Central financial control and reporting engine fed by Transactions, Settlement Centre and FX & Liquidity

Loading Finance source readiness...

Transactions

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Tenant financial source records

Transaction Profit Coverage

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Profit records / transactions

Open Settlement Batches

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Draft and approved batches

Treasury Profit Coverage

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Profitability records / deals

Recorded Customer Fees

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Native currencies are not yet consolidated

Outstanding Settlements

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Displayed without cross-currency consolidation

Treasury Wallets

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Active wallet records

Posted Wallet Entries

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Posted operational ledger movements

Settlement ↔ Treasury Allocations

Controlled links between settlement batches and Treasury FX deals. This workspace does not calculate profit, accounting entries or realised FX gain or loss.

Create Draft Allocation

The new record remains in Draft until separately confirmed.

Settlement Batch Treasury FX Deal Allocation Type Settlement Currency Amount to Allocate Treasury Currency Treasury Amount Allocation Rate Allocation Basis

Loading allocations...

Allocation	Settlement Batch	FX Deal	Settlement Allocation	Treasury	Rate / Basis	Status	Actions
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Finance Modules

These reports will be activated only after their underlying accounting rules and source coverage are complete.

Updated: —

P&L

Balance Sheet

Cash Flow

Treasury Exposure

Revenue Analysis

Executive Dashboard

Reports Centre

Controlled operational, customer and regulatory reporting

Select a report

Report results are generated from live authorised records.

Platform Overview

SaaS Control Centre

Monitor tenant growth, subscriptions, billing exposure and platform health.

Active Tenants

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Operational subscribed businesses

Trial Tenants

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Tenants currently under trial

Monthly Recurring Revenue

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Normalized monthly subscription value

Outstanding Payments

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Past-due or unpaid subscription exposure

Subscription Health

Current tenant distribution by billing status.

Active

—

Trial

—

Past Due

—

Suspended

—

Platform subscription health will load automatically.

Quick Actions

Common platform administration tasks.

Tenant Onboarding

Platform

Create subscribed remittance businesses and establish their governed tenant environment.

Active Tenants

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Trial Subscriptions

—

Past Due

—

Total Tenant Users

—

Tenant Register

Platform-governed tenant and subscription records.

Tenant	Code	Subscription	Billing	Users	Offices	Tenant Status	Actions
Open Tenant Onboarding to load the tenant register.

Users & Access

Manage tenant users, roles, permissions and access assignments.

Active Users

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Roles

—

Office Assignments

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Active Sessions

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User	Username	Role	Office	Type	Status	Last Login	Actions
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Compliance & Controls

Active Compliance Alerts

Risk Flags Summary

High Value Txns (>A$50k)2

Expired / Pending KYC1

Delayed Settlements (>5d)2

Audit Log — All System Changes

Timestamp	User	Action	Record	Details

First name Last name Display name Username Email Phone Preferred language Timezone

User Type

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Last Login

Password Change Required

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Account Status

Control whether this user may authenticate and use the system.

Active users may sign in normally.

User status

Office Assignment

Assign the user’s primary office and office-level access.

Primary office Assignment type

Assignment Summary

Security & Sessions

Govern password access, account locks and authenticated sessions.

Password Change

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Failed Sign-ins

Recorded consecutive failures

Lock State

—

Active Sessions

Unexpired and not revoked

Reset Temporary Password

Replaces the current password, requires a new password at next login and revokes all active sessions.

Temporary password

At least 12 characters including uppercase, lowercase, number and special character.

Administrative Security Actions

Apply controlled access actions without changing role or office assignments.

Session History

Latest authentication sessions for this tenant user.

0 sessions

No session records available.

SaftaOS

Welcome back

Operations Dashboard

Correspondent Dashboard

New Incoming Transactions

Operational Work Queue

Settlement Position

Global FX Centre

⚙️ Settings

Company Profile

Notifications

Receipts

Compliance

Rates & Currency

Subscription

Customers & KYC Management

Customer Profile Card

Customer Profile

-

Quick Stats

Customer Information

Compliance Repository

Transaction History

Compliance Notes

Add New Customer

Customer Photo (Optional)

Personal Information

Contact & Address

Identity & Compliance

Possible Existing Customer

Transactions

FX & Liquidity

FX Deals

Correspondents

Settlement Centre

Correspondent Ledger

Treasury & Finance

Settlement ↔ Treasury Allocations

Create Draft Allocation

Treasury-Funded Batch P/L Simulation

Finance Modules

Reports Centre

Platform Overview

Subscription Health

Quick Actions

Payment Management

Payment workspace foundation

Tenant Onboarding

Tenant Register

Users & Access

Roles & Permissions

Access Assignments

Active Sessions

Security Audit

Compliance & Controls