XRPL Settlement Overview Dashboard
A finance-oriented dashboard that brings all of your company's XRPL escrow/settlement cases together in one place. It summarizes how many cases are pending, in progress, completed, or failed; how much value is locked (in escrow) versus already released; and which cases have moved recently.
💡 Who uses this? The Master (top administrator) who oversees the company's payment and settlement flow, and the settlement manager (payment_manager). Without opening each project's payment screen one by one, you can see at a glance where and how much of the company's funds are tied up and how they have been released.
ℹ️ Visibility conditions — This dashboard and the sidebar Settlement Overview menu are visible only to the company Master or the settlement manager (payment_manager). Accounts without permission or not joined to an organization see a locked screen (the server enforces this identically).
🖼️ Screen capture Full settlement overview dashboard — status group cards + KPI strip + recent case/activity feeds 📍
tflowx.com/dashboard/settlement· Save locationimages/app/settlement-dashboard.png
1. Access — Opening the Settlement Overview Dashboard
Access: Sidebar Dashboard > Settlement Overview → tflowx.com/dashboard/settlement
The menu itself is exposed only to the Master or settlement manager.Visibility conditions Without permission, the menu is not shown, and entering the address directly results in a locked screen.
2. Screen Layout
The screen is organized into three rows, from top to bottom. The first row holds the four status group cards that bucket settlement cases by status, the second row the KPI strip summarizing amounts and success rate, and the third row the recent case table, activity feed, and fund flow.
Row 1 · Status Group Cards (4 types)
Cards that group settlement cases by status. Each card shows the count + amount by currency.
| Card | Meaning |
|---|---|
| Pending | Cases waiting for funds to be deposited/started |
| In Progress | Cases in progress with funds locked in escrow |
| Completed | Cases where the payment was normally released (settled) |
| Failed | Cases ended by cancellation, refund, or failure |
Row 2 · KPI Strip
| KPI | Meaning |
|---|---|
| Held (escrow) value | Total value currently locked in escrow |
| Released value | Total value released (settled) so far |
| 30-day success rate | Settlement success rate over the last 30 days |
| Average settlement time | Average time it takes for a case to reach completed settlement |
Row 3 · Recent Cases · Activity · Fund Flow
- Recent cases table: A list of recent settlement cases. Clicking a case number navigates to that project's payment screen (
/projects/:id/payment). - Activity feed: The recent activity flow related to settlements.
- Top 5 fund flows by project: The top 5 projects with the most fund movement.
🖼️ Screen capture 4 status group cards + KPI strip + recent cases table (click case number → project payment) 📍
tflowx.com/dashboard/settlement· Save locationimages/app/settlement-rows.png
ℹ️ This dashboard is an aggregated view of all cases your company is involved in. The execution of individual cases, such as locking and releasing funds, takes place on each project's payment screen.
3. Assigning a Settlement Manager (payment_manager)
So that people other than the Master can view the settlement overview, the company's Master can assign settlement managers.
Access: Top-right profile menu → Organization(tflowx.com/my/organization) → Settlement Manager tab (Master only)
- Shows a card list of managers and lets you add by email.
- The Master registers/revokes managers.
- Assigned managers can then view the settlement overview dashboard.
🖼️ Screen capture Organization > Settlement Manager tab — manager card list + add by email 📍
tflowx.com/my/organization· Save locationimages/app/payment-roles-tab.png
💡 Troubleshooting (FAQ)
Q. I don't see the "Settlement Overview" menu in the sidebar. A. This menu is visible only to the company Master or the settlement manager (payment_manager).Visibility conditions If you need access, ask your company Master to assign you as a settlement manager.
Q. I want to assign a settlement manager, but I can't see the tab. A. Assigning settlement managers is Master only. The Organization > Settlement Manager tab appears only on the Master account.
Q. A card shows amounts in different currencies for each case. A. Status group cards aggregate amounts by currency. When cases in different currencies are mixed, they are displayed separately by currency.
Q. I clicked a case and it took me to the project payment screen.
A. That's expected. A case number in the recent cases table links to that project's payment screen (/projects/:id/payment). You can review the details and execution of an individual case there.
Q. Can I also see the company's overall performance (trade volume, revenue) here? A. No. Trade performance such as trade volume and revenue is shown on the Department & Company Dashboards, while the settlement flow — where funds are actually locked and released — is shown on this dashboard.