On the Account Balance page, you will always see summary widgets at the top. They are designed to provide at-a-glance visibility into your account without any number crunching. Here's how to get there:
Available Balance - Total balances from all funding sources and users within your account. This is the total funds your account has as available to spend.
Transaction Summary - Sum of account balance activities by category based on when the balance was added or removed. This is filtered to show the current month by default, which you can modify at the top-right corner.
- Total Funds Added - Total external funds added to your account. Sum of invoices or credit card payments created.
- Total Spend - Sum of charges and credits related to sends, sourcing orders, and special projects based on when charges or credits were posted to your account.*
* This might be different from the creation date of a send. Also, if the Total Spend amount is negative (-), the total credits exceed the number of debits made within the period.
To filter the Transaction Summary fields, simply click the Current Month bubble in the top-right corner of the Account Balance page. From there, you'll be able to choose your preferred timeframe.
For more information about the Account Balance page, feel free to review these resources:
How do I create a Funding Source and add funds to my account?
How can I add or remove funds for users?
How do I move funds from one Funding Source to another?
For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.
For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!