Before money can be distributed to individual cards, you need to load money to the organisation’s main account – what we call the “float” account. This is where all the funds are held that can then be moved to individual Expend cards as needed.
What is the current balance?
The float account’s current balance is visible on the Account & Cards page to users with the Administrator role, under AVAILABLE ACCOUNT BALANCE.
You can also see the current combined balance on all the organisation’s Expend cards, under BALANCE ON CARDS.
You can load money to your Expend float account via bank transfer. You can find the details you need for doing the transfer on the dashboard.
- On the Expend dashboard, click Account & Cards.
- Click Top Up Account. The bank account details are displayed.