Account Overview

This page lists every settlement account connected to the finance portal so you can confirm balances at a glance and drill into recent activity when needed.

Balance Summary

Each account appears as a card showing the current balance and account name. Totals update automatically as transactions post from the Payment Log.

Account	Balance
Allan	30.00
Bank	19,384.72
Cash	1,925.05
Online	16,678.59
POS	28,622.81
Peter	0.00
Petty Cash	-830.00
Vcard	14,806.75

• Negative balances (like Petty Cash) highlight accounts that require reconciliation.

• Card colors mirror the Payment Log so you can spot familiar account types instantly.

Expandable Transaction History

Select any account card to expand a panel containing the latest transactions for that account. The detail grid includes the amount, transaction type, description, and posting date.

Amount	Type	Description	Date
100	Outgoing	Security Deposit	December 27th
2,321.5	Income		December 27th
96.45	Outgoing	Staff Mistake	December 27th
3,291.5	Outgoing	✉️ Friday, 27/12/2024 AED 3,291.50/-	December 27th
2,583.5	Income		December 25th
826	Income		December 23rd

• Use the list to confirm deposits cleared or to audit withdrawals before closing the day.

• When no transactions are available, the panel stays collapsed to keep the view tidy.

Actions You Can Take

• Click an account name to open the full Account Breakdown page for deeper analysis.

• Use the Edit Accounts page to rename or deactivate accounts that no longer need tracking.