Opening the item
Follow the steps below to see the account details:
Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Accounts menu item to open the Accounts List.
Click an account number in the Number column to open the details.
How to open an Account
To open an account
Navigate to the Accounts menu item.
Click Add New in the top-right corner of the tab.
Type in the account name in the Name field.
Select the type of the account from the Type drop menu.
The Fee activated at parameter is optional. Set the parameter if a Price list is available, see Price lists for details.
Click Create to confirm the account opening. An internal account number will be generated.
The column demonstrates internal account numbers. At the same time, internal account numbers are used as entity IDs that are available in the Activity log section. Click a Number to open Account details.
The column includes the names of clients the accounts are assigned to. Click a Client Name to open profile details.
Additional account holder name. A Client can request access to their account for another Private Person. The service is provided via the Administrative Panel and does not grant access to the whole profile.
Account names are demonstrated in the column. The names of additional accounts are set by the Client at the moment of account opening.
Three main account types are available for opening:
Account priority status. Mostly, Primary accounts are opened first and used for fee charging
Account verification status:
An account is to have zero balance in order to be closed. Navigate to the Accounts list and click Close to settle an account.
The name of the account opening provider.
A Provider is an external service delivering additional functionality via APIs. As an example, the account opening service can be held by Railsbank, Litas Sepa, Intercash, and others. Therefore Crassula delivers various banking solutions that do not require manual assistance.
Account currency (displayed when provided).
An IBAN generated by the financial service provider. Once the IBAN is generated it is not possible to change it.
Show or edit account details.
Profile and accounts are provided with their own unrelated states. Therefore, both profile and account statuses are to be changed, in order to set restrictions to a Client.
Account information remains in the Crassula system even if the account is closed by Client or Administrator.
The Deposit action has no “real-money” basis, therefore it should be used in exceptional cases and the Provider deposit transaction is to be finally executed.
Search for accounts by certain parameters. Search is filtered by the following parameters, multiple-choice is available:
Open an account manually, see the following sections for details
Configuring the component
Account details is the main panel of account information display and editing.
Account information including the Client name, account number, and account type.
The list of account transactions in the selected period available for downloading:
The system will process large reports and will inform the user with the Export in progress message. Once the processing is done, the download will start automatically. It is recommended to keep the window opened.
Account provider details, such as the following:
Provider account numbers
Account numbers delivered by the service provider. The field displays all account numbers, currencies, and requisites for the opened account; a multi-currency account can be provided with several account numbers.
There is an additional parameter available for the Clear Bank service provider:
Account balance in detail:
Recent account transactions list (see Statement for the detailed list).
The field demonstrates all cards issued to the account
Use filters in the Account List top-right corner for better navigation.
Click Actions > Edit in the Account Details top-right corner to change the account details.