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The management back office

For ReservationBay staff

This screen is not part of your portal. It is the internal area ReservationBay's own team uses to administer the platform, and it is documented here for completeness. If you run a rental business, nothing on this page applies to you — you want the portal.

A separate application at /manage, with its own menu: Users, Customers and Logout.

Users​

The people with access to the management area, with their email address, name, when the account was created and when they last signed in.

Customers​

Every company on the platform, searchable, showing per company:

  • the company name and its plan
  • its onboarding state
  • its wallet balance
  • what is still to be invoiced
  • its next renewal date
  • alerts, ranked worst first

An alert is anything that needs a human: a verification stalled, a wallet negative too long, an invoice that could not be booked.

One company's payments​

Opening a company gives a page with tabs.

Merchant — the merchant code, the boarding status, the payout status, whether consent was given to settle from the balance at the provider, the balance held there, and whether the merchant can accept payments at all. A company with no merchant yet says so.

Sales locations — each ReservationBay location with its service code, whether it carries ReservationBay's own checkout design, and whether it can accept payments. A location still on the provider's default branding is flagged, because that is visible to the end customer.

KYC — the document checklist: each document, its status, when it was uploaded, and the reason for any rejection.

Costs — the ledger for this company: total excluding VAT, what was withheld at source, what is still outstanding, and every line with its date, description, quantity, amount, how it was settled and whether it has been invoiced.

Invoices — the invoices raised for this company, with number, type, period, total, amount due and state. An invoice not yet filed in the accounting system is marked as such.

Wallet — the balance, the top-up deadline where there is one, and the movements behind it.

Exact​

A one-off connection to the accounting system, authorised once through its own sign-in. Invoices are filed there, which is what issues the invoice number and settles the definitive VAT and gross total.