FAQs
Equals
Showing 154 answers
- What currencies does Equals support?
- Adding people and setting roles
- How do I pay for account balance top ups?
- When should I get a virtual card instead of a physical card?
- How do I integrate with my Xero account?
- What is a forward contract?
- How can I contact the international payments team?
- What can I use Shared Cards for?
- On the “People” page I can see “Invited/Invite expired/Created” status for people, what does this mean?
- How do I change the PIN number on my Equals card?
- Should I invite my staff as soon as I add them or later?
- How can I change my work phone number?
- How do I order a physical card?
- How can I check the delivery address of a card?
- How do I know what balance the card is spending from?
- How can I view card transactions?
- How do I activate a physical card?
- What does freezing a card do?
- How can I see my PIN?
- How do I order a Shared virtual card?
- How long is an individual card valid for?
- Can I activate a card for someone else?
- How can I manage my accountancy integrations?
- How can I open an account with Equals?
- What are Shared cards?
- Current balance report
- Tips for account security
- Low balance alerts
- How much can I transfer with SEPA instant?
- How to manage Direct Debits
- Is there a fee for charities and non-profits?
- How can I find out my payment purpose code?
- How do I check my card balance?
- What are the different card transaction statuses?
- What are the different transaction types?
- Can I send payments in bulk?
- How to transfer money between Balances
- What is instant bank transfer?
- Changes to the statement and transaction activity CSV
- How do I change my password?
- Can I use Single Sign On (SSO) for my organisation?
- What's the difference between the Transaction Activity CSV and the Statement Activity CSV?
- What is the cost of the Equals platform?
- How can I report fraud?
- How to create a Balance
- Approved email domains
- What does reverted mean?
- What are balance roles?
- How to change the Balance an Equals card draws from
- Who issues Equals Cards?
- Using your Equals card with Apple Pay
- Using your Equals Card with Google Pay
- Can I use Funds requests to ask for my card spending limit to be increased?
- Can I see my open funds requests that are awaiting approval?
- Do Funds requests expire if they are not approved or rejected?
- Is there a limit on how many open Funds requests a requester can have?
- Can I choose in which currency I want the funds to be added to the balance when requesting funds?
- Is there a limit on the number of approvers in each tier or on how many tiers can an account have?
- How will I know that my Funds request has been approved?
- If my account has multiple Approval tiers at which point is it decided where the Funds request will be funded from?
- Can I choose which balance and currency I want to use to fund any funds request?
- Can I approve a Funds request even if there isn’t enough money in the balance to fund it?
- How will I know if my Funds request gets rejected?
- How do I turn off Funds requests?
- Can I review a record of who approved a particular Funds request?
- Can I approve a Funds request that I have raised?
- Do Funds requests apply to outbound payments?
- How am I notified of Funds requests?
- How do I approve or reject Funds requests?
- Can I cancel my open Funds request?
- How do I create a Funds request?
- What are Approval tiers?
- Who can approve Funds requests?
- Who can make a Funds request?
- How do I activate Funds requests?
- What is a Funds request?
- What are annotations?
- How do I annotate a transaction?
- How can I check if there are transactions that I need to annotate?
- What is the difference between submitting annotations vs saving them as a draft?
- Can I edit annotations?
- Who can see annotations that have been made on transactions?
- Can I filter on annotated / unannotated transactions?
- Is it possible to download my team’s annotations?
- How to set up new annotation fields and who can do that?
- Can I delete or change annotation fields if they become outdated?
- Who can annotate transactions?
- How to prevent ATM use
- How do I manage currencies on a Shared balance?
- How do I manage features on a Shared balance?
- How many Shared balances can an Individual card spend from
- What is currency alignment?
- How to disconnect an accountancy integration
- How to make a single payment
- How to manage recipients
- How to add a recipient
- What are individual cards?
- Assigning people to balances
- How do I upload a receipt?
- What are attachments?
- Ordering cards and setting limits
- Reports and statements
- How do I manage features on a Shared balance?
- How do I manage currencies on a Shared balance?
- How to create a Shared balance
- What are the account roles and permissions on the Equals Money account?
- How can I close my account?
- Why do you ask for business documentation when I’m opening an account?
- How long does an application take to process?
- Why do I need to provide documentation on my ID or address to support my application?
- Does Equals provide access to Faster Payments?
- What is a bank feed?
- How do I cancel a physical card that has been lost?
- How do I cancel a physical card?
- How long does the card take to arrive in the post?
- Can I order a physical card for other people?
- Should I order a physical or virtual individual card?
- Is my money protected by the FSCS?
- How can I get a refund of money held in the account balance?
- How long will it take for my Equals card to arrive?
- What does deactivating someone on my People page do?
- Can I reactivate a person after I’ve deactivated them on the People page?
- I’m seeing an error message when I try to add someone on the People page
- The invitation I sent to my colleague to join the online platform has expired
- I’m a personal customer, how can I use the People page of my account?
- What is a forward contract initial margin?
- What is a stop loss order?
- What is a limit order?
- What are participating forwards?
- What are FX swaps?
- What is a spot trade?
- What is currency hedging and what hedging tools do you offer?
- Can I send payments online?
- How can I change my job title?
- How can I change the theme on my account?
- How can I change what types of marketing I receive?
- How do I change the mobile number on my account?
- How can I change my email address?
- How can I manage addresses on my account?
- How can I add a profile picture for my account?
- How do I set up a Team?
- How do I know who is active on my account and who is deactivated?
- How do I remove a person from my account?
- How can I add a person to the account?
- How can I cancel a Shared Card?
- How do I find out which balance a Shared Card is drawing from?
- Who can view virtual Shared card details?
- How do I find out the card number for my Shared Card?
- When should I get a Shared card?
- Can I freeze a Shared Card to prevent further transactions on it?
- Can I set custom spending limits on Shared cards?
- How long do payments to recipients take?
- Payment confirmations
- Card spending notifications