Dashboard
The Dashboard is the first screen you see after selecting your business account. It gives you an overview of your balance and one-click access to the most common actions.
Account Balance
Your total balance is shown in the top right corner. The default display currency is GBP. Use the currency dropdown immediately to the left of the balance to switch the display to another currency if you hold multiple currency accounts. Note this only changes the display — it does not convert your funds.
Quick Action Buttons
Three buttons appear in the account banner area. These are the fastest way to complete the most common tasks:
| Button | What it does |
|---|---|
| New Account | Opens the account creation flow. Select the currency for the new account and confirm. The account is created immediately and appears in your Accounts list with a zero balance. |
| Add Funds | Displays your account's incoming payment details — sort code and account number for GBP, or IBAN for foreign currency accounts. Share these details with anyone who needs to send funds to you. You can copy them directly from this screen. |
| Transfer Money | A direct shortcut to the Payments & transfers section. Takes you immediately to the UK Local payment form. |
Navigation Bar
The top navigation bar is present on every screen in the portal. The five sections are:
| Section | What it contains |
|---|---|
| Dashboard | Returns you to this overview screen from anywhere in the portal. |
| Payments & transfers | Make UK local and international payments, view your transaction history, manage payment templates, saved drafts, and direct debit mandates. |
| Currency exchange | Exchange funds between different currency accounts you hold. |
| Accounts | View all your accounts, see balances, and open new currency accounts. |
| Settings | View your company profile, contact details, fee schedule, and download account documents. |