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Viewing the Accounts List

See all your accounts, their balances and how they're linked by payment rules, in one place.

The Accounts list shows every account you can access: its details, the payment rules that act on it, its currency and its balance.

Viewing accounts

  • Your own business: select Accounts in the side menu.
  • Delegate, multi-customer or Partner users: select Customers, choose the customer, then select Accounts.

What each column shows

Column

What it shows

ID

The account's Modulr ID.

Alias

The account's name. To change it, see Editing the Account Alias.

Identifier

Sort code and account number, or IBAN for Euro accounts.

Rules

The payment rules on the account. See Reading the Rules column below.

Currency

The account's currency.

Available Balance

The money you can use now. Shown to Travel customers. Other customers see Balance (the account's current balance) instead.

Reading the Rules column

What you see

What it means

↲ Funds 3 accounts

This account tops up three other accounts when they don't hold sufficient balance.

↳ Funded by Flights 

When this account runs short, Flights tops it up.

Split, Sweep, Conditional Split

The account has a rule of that type.

—

No rules on this account.

The linked account is shown by name when it's on the same page of the list. When it's on another page, you'll see its ID instead, for example "Funded by A124C876".

To see a rule in full, or to change it, open the account. See Viewing a Single Account.

Finding an account

  • Search: type an alias or ID in the search box.
  • Sort and filter: open the ⋮ menu on a column header. To sort, choose Sort Ascending or Sort Descending on Alias, Balance or, in the Partner view, Account Name. To filter Alias, Identifier, Currency, Balance or, in the Partner view, Account Name, choose what to show and select Filter. Select Clear to remove a filter. Available Balance can't be filtered.
  • Export: select the download icon to save the list as a spreadsheet.

Adding an account

Select Add to open a new account in any currency available to your business. See Adding More Accounts.

Unavailable accounts

An account marked Account unavailable in red can't be used for payments. Contact Support for more information.

Partner users: All Accounts

All Accounts in the side menu lists accounts across all your customers, with Account Name and Customer columns. It doesn't show rules. To see an account's rules, open the customer first, then select Accounts from main menu.