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Organisation Financial Profile

Published 2026-08-24 5 min read
Who is this article for?
This guide is for Financial Secretaries seeking operational guidance on BursaPay workflows.

UI Navigation Path (Step-by-Step)

  1. Open the relevant Finance workflow.
  2. Select the user, payment, fee, top-up or account context.
  3. Review the available financial records and filters.
  4. Verify the displayed result and related audit trail before acting on it.
Verified BursaPay finance workflow: Explains the financial summary presented for an organisation.

1. Overview & Purpose

The organisation profile combines verified V1 and V2 received amounts, wallet balance, bank-lock state, payment count, withdrawal history and recent finance activity.

2. Requirements & Setup

The target user must have the organisation role; the profile queries the related wallet, payments and withdrawals.

3. Step-by-Step Workflow

  1. Open the relevant Finance workflow.
  2. Select the user, payment, fee, top-up or account context.
  3. Review the available financial records and filters.
  4. Verify the displayed result and related audit trail before acting on it.

4. Rules & Troubleshooting

Verified payment totals are separated by V1 and V2 before being combined into total_received.

5. Verification & Next Steps

Use the profile for operational context, then open the source payment or withdrawal record for transaction-level investigation.

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