Navigating the Payreq Delivery dashboard

Modified on Thu, 23 Oct at 3:27 PM

Once you’ve logged into your Payreq Delivery account and selected the right account (if you have more than one account), you’ll land on your Dashboard — the central hub for document delivery, subscription requests, and account activity.


This article provides a quick tour of what you’ll see and where to go next.


TABLE OF CONTENTS



What You'll See on the Dashboard

The Payreq Delivery dashboard gives you real-time visibility into everything requiring your attention, including:


Pending Registrations

  • See how many recipients are waiting for you to approve their subscription to receive digital delivery (via BPAY View, email or mailbox).

  • Click Review to go directly to the list and approve or reject requests.

  • Need more help? Reviewing pending mail (optional)


Undeliverable Documents

  • These are documents that couldn’t be delivered (e.g. invalid email, missing subscription).

  • Select Manage documents to print/post manually and record the action for audit purposes.

  • Need more help? How to review and action Undeliverable mail


Documents in Error

  • Shows mail that failed due to incorrect contact details, formatting errors, or missing data.

  • Click through to review and fix the issues.


Documents Awaiting Approval

  • These are mail items that require final approval before they can be delivered (if your workflow includes this step).

  • Approve or reject from this screen.


Account Snapshot

Located at the bottom of the dashboard, this section shows a quick overview of your account including:

  • Date and time of your most recent contact file upload

  • Total contacts

  • Number of active registrations


Top Navigation Menu

The dark blue menu at the top of the screen gives you access to all main sections:


Menu Item
What It’s For
ContactsView and manage your recipient list, including updates via upload
Browse all Contacts articles here. 
SubscriptionsView and approve/decline digital delivery requests
Browse all subscriptions articles here.
MailAccess documents delivered, undelivered, or archived
Browse all Mail articles here. 
JobsTrack your file uploads and processing history
ReportsGenerate reports for reconciliation, delivery outcomes, and performance
Browse all Reports articles here. 
SettingsManage user access, contact details, payment settings, and integrations

Switching Between Accounts

If you have access to more than one Payreq Delivery account (e.g. for multiple councils or as a mailhouse provider), use the dropdown menu in the top right corner of the screen to switch accounts at any time.


Need help choosing the right account? See: How do I access my Payreq Delivery account?


Something Not Right?

If a number seems incorrect, or you can’t find the information you need, create a support ticket and our team will assist you.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article