Owners and admins can click Account Details 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 History to view any transfers prior to the current date or click +Transfer to schedule a new transfer.
This section shows any bank accounts you've connected to Emburse Cards.
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.
To remove a bank account, go to Account Details under your Admin tab. Next, scroll down to Bank Accounts and select the edit (pencil) icon next to the bank account. From there you'll select "Remove Bank Account". If you're removing a bank account, please be sure you connect your new bank before or right after removing your previous one. All Emburse Cards are funded by your available balance in your account. This available balance is funded by transfers made from your connected bank account.
The primary bank account you set is used as the default source to fund your Emburse Cards account. It's also used to pay any subscription fees or credit charges associated with your account.