View All Accounts
Gain comprehensive insights into your financial landscape with the view all accounts feature. Easily access key details such as account names, IBAN/Sort Codes, balances, and statuses. Whether managing multiple accounts or tracking financial performance, this feature ensures you have all the necessary information at your fingertips to maintain control and transparency over your financial operations.
For businesses managing multiple accounts, having a comprehensive view of all accounts in one place is crucial. Our "View All Accounts" feature provides an easy-to-use interface to access and manage all your accounts efficiently. Here’s how to make the most of this feature:
Step-by-Step Guide to Viewing All Accounts
Access the Account Overview:
- Log in to your primary account dashboard.
- Navigate to the 'Accounts' section and select 'View All Accounts' from the menu.
Account List Display:
- Upon selection, a list of all your linked accounts will be displayed.
- The list includes essential details such as account names, statuses (Active, Pending, Suspended), and key contact information.
Detailed Account Information:
- Click on any account in the list to view more detailed information.
- Detailed views include business details, transaction histories, user roles, and permissions specific to each account.
Sorting and Filtering:
- Use sorting options to organise accounts by name, status, creation date, or other relevant criteria.
- Apply filters to narrow down the list based on specific parameters, such as account status or type of business.
Additional Details
The "view all accounts" endpoint enables users to access a complete list of existing accounts within the system. It provides account IDs along with detailed information (similar to "view account details") for each account.
- Endpoint: /accounts/(link to endpoint section under API Reference)
- Description: Retrieve detailed information for all accounts, including balances and associated details.
- Use case example: Ideal for obtaining a comprehensive list of balances for all user-held accounts.
NOTE: When viewing Wallet account details, the user will also receive the respective Master Account ID associated with each Wallet.
Updated about 2 months ago