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HomePaymentsMultiparty paymentsDashboard account management

Viewing all accounts

Learn how to view all of your connected accounts, and filter them by verification status, balance, volume, and other attributes.

The accounts overview page provides multiple ways to view your connected accounts. By default, the All accounts tab is selected. However, the other tabs organize accounts according to their status. Each tab includes the number of accounts with that status. When you select a tab, the results in your accounts list update automatically. You can then narrow these results further by using the filter feature on each tab.

Status tabs and workflows

Selecting different status tabs on the account overview page automatically updates the filters and columns displayed. The interactive table below provides an overview and description of the columns associated with each tab. You can sort many of the columns listed below can also by clicking on the column heading in the Dashboard.

This tab is displayed by default, and is commonly used to see a high-level view of all your connected accounts.

Column Description
ACCOUNTSThe name of the account.
STATUSThe account status.
BALANCEThe total of pending and available balances, converted to your platform’s default currency.
VOLUMEThe total gross volume on the account, converted to your platform’s default currency. This is only displayed for Express and Custom accounts.
TYPEAccount type (Standard, Express, or Custom).
COUNTRY (icon)An icon representing the account’s country.
CONNECTEDThe date the account connected to your platform.

Filters

Each tab provides a list of accounts based on a shared status, but you can use filters to narrow the results further. When you apply a new filter, the account list updates automatically.

screenshot of sample filter

Filtering accounts by country.

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Status tabs and workflows
Filters
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