Getting started with your account

Overview

The ‘Overview’ page gives you visibility over the key parts of your account. This is a good view to see all the funds on your account.

• View your balance in each currency
• Quickly add or exchange money, or make a domestic or international payment
• View any new alerts on your accounts
• Gain an overview of company transactions

Balances

The “Balances” page provides a detailed view of your total account balances. You will only see this page if you use Equals Cards.

On your “Balances” page you can:

• Create sub-Balances under existing balances. For example, you can create a balance for "Office management" and within that balance separate pots for "London Office" and "New York office"
• View Balances, with an overview of all currencies held in each one
• View individual balances, with a view of spending history and top-up history

Payments

The ‘Payments’ page gives you full control over payments, top-ups, exchanges, forward contracts and recipients.

• Make single payments from your balance and currency of choice
• Exchange currencies within balances
• Top up balances in GBP or a wallet currency
• Book forward contracts
• Add new recipients

Transactions

The ‘Transactions’ tab gives you oversight of all the transactions, and planned forward contracts.

On this page you can:

• View transactions by date, description, name, balance, and amount
• View completed and open forward contracts by order ID, settlement date, exchange rate, and remaining balance after they settle
• Download transactions, filter transactions and configure columns

People

The ‘People’ page gives you an overview and control over contacts on your account.

• Sort contacts by individuals or teams
• View contacts by name, company role, teams, balances, and individual balance status
• Create and edit teams
• View the balances teams have access to
• Edit company role to decide permission levels within the platform
• Add new users

Get our app

We have mobile apps for Android and iOS, allowing you to manage your money on the move.