Wallet overviews

If you are the Account Owner or Controller of the account, you have access to 2 views:

• The Controller Dashboard view, which includes:

• Your current wallet balance
• The scheduled transfers
• The limits on cards

• The detailed view in Settings > Your wallet > Wallet details tab**.**

It includes:

• Your current wallet balance
• Amount available for new requests: Amount that can be used for new requests/expenses in the Requests tab
• Scheduled transfers: Payments that have been scheduled to cover for expense claims and invoices.
• Allocated on cards: This corresponds to the amounts you assigned as limits on cards. It is the sum of what is available on:

• recurring cards (Subscriptions)
• physical cards (Cards tab)
• single use cards
• multi use cards

Shortfall: your funds are insufficient to cover your card limits and scheduled transfers

If the difference between your current balance and the sum of allocation to cards + scheduled transfers is negative, then we will display a shortfall to notify you on your homepage.

If you want to secure your upcoming expenses, top-up your wallet.

Aktualisiert am: 30/04/2026