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.

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If an expected account is not visible, check with your administrator to confirm your access permissions. If the issue persists, contact Support.

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	3-letter unique 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 available funds.
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 incoming payments since the account was created.
Total Debits	Total outgoing payments since the account was created.
Last Updated	Timestamp of the most recent credit or debit event.
TPA	Associated Third Party Administrator (if applicable).
Type	Account type (either Standard, Funding, Payment). For more information, see Account types.
FCP	Indicates whether the account is enabled for Faster Claims Payment (FCP): ✔ if the account is used for FCP. ✖ if the account is not used for FCP.
Entity	Entity that manages the funds. For more information, see Organisations and entities.
UCR	Unique Claim Reference, linking the account with a specific claim (if applicable).
Actions	Select to view the entries for that account.

View accounts

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