Accounts

The Accounts page allows you to view your financial ledgers and their entries. All accounts you have permission to access appear in the Accounts list.

You can monitor balances, review credit and debit activity, and investigate account entries.

You can search, filter, and sort accounts to quickly locate the information you need. You can customise which columns are displayed, and their order.

View accounts

The Accounts list displays real-time data for all the accounts you manage:

Column	Description
ID	Unique internal identifier for the account
Code	Internal account classification or reference code
Account Name	Name used to identify the account
Alias	Optional custom label for the account
Created	Date the account was created
Currency	Currency held in the account (for example, GBP, USD)
Balance	Current account total
Initial funding	The amount first deposited into the account at the time it was created. No value is displayed for Faster Claims Payments (FCP).
Total Credits	Total amount credited to the account
Total Debits	Total amount debited from the account
Last Updated	Timestamp of the most recent account activity
TPA	Associated Third Party Administrator (if applicable)
Type	Account type (either Standard, Funding, Payment)
FCP	Indicates whether the account is enabled for FCP
Entity	Associated organisational unit within your organisation
UCR	Unique Claim Reference, linking the account with a specific claim (if applicable)
Actions	Select to view the entries for that account