The Bank Account page is your payment account's home. From this page; view your transactions and monthly statements, and manage your cards and linked accounts.

When you navigate to the Bank Account page, you’ll automatically land on the Transactions tab. Here you can view your account information, your account balance, and transfer funds.

Filter transactions by selecting from the drop-down menus; a timeframe, a specific project, or a specific client. Click "clear" to remove filters from your view.

To view an associated invoice or edit an expense name, click the three dots on the right side of a transaction.

Related articles:

Still have questions? We're happy to help!

Contact us at [email protected]

Did this answer your question?