The new Wallet overview
If you are the Account Owner or Controller of the account, you have access to
the Wallet Dashboard, directly from the navigation menu, under "Wallet".
It now includes:
Your current wallet balance
Your upcoming balance: a forecast based on scheduled transfers and remaining cards limits, that you can customize by selecting which item you want to take into account or not in this forecast.
The upcoming payments: scheduled transfers for invoices or expense claims reimbursements. We added the details of the upcoming payments further down in the page.
The remaining cards limits: this corresponds to the sum of what can still be possibly spent on each type of cards, considering the defined limits and what has already been spent during the period:
recurring cards (Subscriptions)
physical cards
single use cards
multi use cards
We added the details of the cards further down in the page.
The Upcoming balance
To ease your estimate of how much and when you need to top up, you can choose to filter the upcoming balance on a specific period.
The upcoming balance can be customized. You can choose to include or exclude specific items such as physical cards, single use cards, expense claims etc.
By clicking on the "eye" icon, you can pick and chose every items in the list. The selection will persist after logging out, and you are free to change it at any time.
We also added a banner so you can directly check your cash exposure. If your upcoming balance is running low, we will warn you.
You still have the possibility to create an alert in case of low balance, by clicking on the bell icon.