Low balance alerts
organise-your-balances
How to off-ramp USDC
exchange-and-manage-currencies
How to make batch payments
send-and-receive-payments
Integrate with SAP Concur
integrate-with-your-stack
Using Xero with Equals Money
integrate-with-your-stack
How to create a Shared Card
create-and-manage-cards
How to create an Individual Card
create-and-manage-cards
How to add recipients and make a payment
send-and-receive-payments
Getting started with your account
change-your-account-settings
Assigning people to balances and setting balance roles
organise-your-balances
First steps for cardholders
create-and-manage-cards
How to view transactions and export reports
report-and-monitor-activity
How to order cards and set limits
create-and-manage-cards
How Annotations work
report-and-monitor-activity
How to request funds
send-and-receive-payments
Adding people and setting roles
set-up-your-team
Low balance alerts
balances
How to off-ramp USDC
balances
How to make batch payments
payments
Integrate with SAP Concur
account
Using Xero with Equals Money
account
How to view transactions and export reports
transactions
How Annotations work
transactions
How to request funds
funds-requests
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Getting Started
Platform Exploration
Who can annotate transactions?
The person who made the transaction can annotate them. Admins, Owners, Accountants can annotate transactions of other people on the account. Balance admins can annotate their transactions and those of other people that happened on their balance. Only card transactions can currently be annotated.
Related
Equals Money PLC is registered in England & Wales, ls No. 05539698. Equals Money PLC is part of Equals Group Limited (Registered in England & Wales No. 08922461). Registered Office: 3rd Floor, Vintners’ Place, 68 Upper Thames St, London, EC4V 3BJ. Equals Money PLC is authorised by the Financial Conduct Authority to provide payment services (FCA No. 488396). Equals Money Cards are issued by Equals Money International Limited pursuant to license by Mastercard International Inc. Equals Money International Limited is authorised by the Financial Conduct Authority to conduct electronic money service activities under the Electronic Money Regulations 2011 (Ref: 900493). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.