Accounts Overview

Created by Robyn Johnson, Modified on Fri, 30 Oct at 10:26 AM by Robyn Johnson

Accounts Overview 

Audience: All users | Category: Accounts

Accounts list the places your money sits or flows to, one card per account. Click a card to see its details and recent activity. Admins and Operators can also edit it here.

The right-hand side of an open account shows its most recent journal entries with a running balance. All posted transactions opens the Posted page filtered to that account.

Account types

TypeWhat it isNotes
Account (RDC Gateway deposit account)The account Flint deposits your checks into.You give it a label and currency; the account number shows PENDING until Flint assigns it after review.
External bank accountYour own bank account that funds are transferred to.Nickname, owner, bank, account and routing numbers; SWIFT/BIC and IBAN for international banks.
WalletA crypto wallet.Address, blockchain network and currency.
Payment cardA card funded from one of your bank accounts or wallets.Only the brand, last four digits, expiry and cardholder are kept; the funding account must exist first.
Merchant accountSet up by Flint (Flint merchant or third-party merchant).Read-only in the portal; contact support to change.

Related articles

  • Adding & Editing Accounts
  • Troubleshooting: Dashboards & Accounts

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