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  • Arcadia

    Admin

    • Account
    • Settings
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  • Pinned
  • General
  • Dashboards
    • Default
    • Staff Dashboard
    • Client Dashboard
  • Cover Management
  • Manage covers
    • All Cover Requests
    • Upcoming Renewals
    • Deferred Covers
    • Extensions
    • Cancelled Covers
  • Customers
  • Customers
    • View Customers
    • Add Client
  • Claims
  • Claims
    • View Claims
    • Add Claim
  • Finance
  • Payments
    • Receive Payment
    • Transactions
  • Staff Management
  • Staff Activity
  • Reports
  • Reports
  • Entities Management
  • Entities
    • Add Entity
    • Staff
    • Insurers
  • User Management
  • Users
    • Customer Users
    • Staff Users
    • Admin Users
    • User Roles
    • Add User
  • Inventory Configuration
  • Inventories
    • Add Inventory
    • Inventory List

Admin Dashboard

  • General
    • Dashboards
      • Staff Dashboard
      • Client Dashboard
  • Applications
  • Users
    • Customers
    • Add User
  • Covers
    • Covers List
    • Add Cover
  • Payments
    • Pay
    • Transactions List
  • Claims
    • View Claims
    • Add Claim
  • Reports
  1. Dashboard
  2. Default
Pending Approvals — transactions awaiting approval
Review Transaction(s)

Financial Summary

Current Year
Total Sales
Cash Paid
Motor Sales
Health Sales
Accounts Receivable
Accounts Payable

Operations Summary

Current Year
Total Requests
No. of Payments
Completed Orders
Unattended Orders
Repeat customers
New Customers

Covers Summary

WeeklyMonthly Yearly
Deferred
Extensions
Renewals
Processing

Total orders Distribution(Last 2 Weeks)

Send Renewal Reminder
Invoice: —
Customer —
Cover —
Expiry —
Price —
This will send an SMS and email reminder to the customer about their upcoming cover renewal. Only one reminder can be sent per day.
Renew Cover
Invoice: —
Customer —
Select Cover
Renewal Amount Ksh. —
Expiry —
This will deduct this amount from the client's account if they have already paid.Otherwise it will generate a new invoice.No payment prompt.

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