Owners and admins can click Bank Accounts under the Admin tab to manage and view any bank accounts that are connected to your account.
Find the following sections: balance and bank accounts.
The balance section shows the account's:
- available balance
- ledger balance
- pending transfers
- minimum balance
Click Past Transfers to view any transfers prior to the current date or click Transfers to schedule a new transfer.
This section shows any bank accounts you've connected to Emburse.
Click Connect a Bank Account to add another bank account or read through this article to learn more.
Click the Edit icon to adjust the details for any connected bank account.
Remove the bank account, set it as the primary account, or edit the description of the account.
The primary bank account is used as the default source to fund your Emburse account. It's also used to pay any subscription fees or credit charges associated with your account.