What's the Account Balance Summary?

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. 

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Available Balance - Total of 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 (-), that means the total credits exceeded 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. 

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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?

What is the Activity Feed?

How do I move funds from one Funding Source to another?

Sendoso University: Sendoso Financials

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