ACCOUNT ACTIVITY
A little more clarity.
Accounts and charges available to your dashboard login.
Transactions
Provider signs, currencies and pending status stay intact.
| Date / merchant | Source label / person | Account | Status | Amount |
|---|
Account balances are bank-account totals. Pending charges are provisional. Negative amounts are credits, including refunds and payments.
PEOPLE & SOURCE LABELS
Confirm who’s responsible.
Provider labels are attribution candidates. They are not a verified physical-card inventory.
Business people
Business people are independent of dashboard logins. One person can have several source labels.
DASHBOARD USERS
Choose who can sign in.
Business people and logins are separate. New logins are view-only. No email is sent; share the setup link yourself.
Share this setup link privately
The recipient chooses their password. The link is shown only here; generating a new one invalidates the old link and suspends current access until setup is completed.
ACCESS & AUDIT
Changes leave a record.
Administrators manage assignments. Readers see explicitly granted accounts.
Your access
Assigning a person to a source label does not grant access to that account. Use Dashboard users to explicitly choose a person’s own cards or whole bank accounts for a reader login.
Recent audit events
Append-only events record the actor, action, target and time.
| Time | Action | Actor | Target / change |
|---|
SPENDING RULES
Your policies, clearly defined.
Create review thresholds for confirmed people. Rules never block purchases.
Shared reporting settings
Everyone uses the same reporting timezone. Bank-supplied transaction dates stay unchanged. Changes apply to newly saved rule versions.
Create a draft rule
Rule version history
Your rules
REVIEW FLAGS
A reason to take a closer look.
Flags explain threshold breaches. They are not fraud determinations.
Totals use available synced history. Period flags are visible only when your login can access all accounts on which their explanations depend.
DATA UPDATES
Keep your activity current.
Request updates from your existing bank connection.
Times show when data was retrieved, not when the bank last updated it. Balances come from the provider’s cached account data. Sync does not request a fresh bank balance.