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Funding, alerts, and limits

See money in flight on each balance, fix funding problems before bills fail, set up auto-reload and low-balance emails, and request a higher limit.

Bills are paid each business morning from your Accountable balances. This article covers how to see what's coming in and going out, how Accountable warns you about shortfalls, and how to raise a limit.

Money in flight

Go to Accounts. The Money in flight section shows, for each balance:

Figure Meaning
Settled Money that's in the balance now.
Arriving Transfers on their way in: who sent them, when they land, and when they can pay a bill.
Scheduled bills, next 7 business days Bills set to pay from this balance.
Safe to spend What's left after every scheduled bill.

Each balance also says whether auto-reload is on, for example Auto-reload keeps it above an amount. Bills paid from a linked bank instead show as Paid straight from your bank.

Funding alerts

Alerts show on Accounts and above your bills on Payments. Each one has a single action to fix it. Alerts include:

  • A balance that will be short for scheduled bills, with the date to transfer by.
  • A transfer or pull that failed or was returned.
  • Bills that failed because the balance was short.
  • A bill over your per-payment limit.

When a bank transfer can't land in time, the alert says to wire the money or move it from another balance instead.

Click the × on an alert to hide it for the day. Alerts show only to people who can move money.

Settings > Funding

Admins set funding options in Settings > Account > Funding.

Transfers from your bank made before the daily cutoff land the same day and can pay the next morning's bills. Later ones take a business day longer.

Auto-reload

Each business day at 10:30 AM ET, auto-reload looks at each balance, what's already on its way in, and the bills scheduled from it. If the balance would drop below your amount, it pulls the difference in time for those bills.

To set it up for a balance, click Set up, then choose:

  • Pull from: the bank to pull from.
  • How much to pull: The same amount each time, or Whatever scheduled bills need, up to a daily maximum. Set Most in one day for the second option.

Each balance shows On, Off, Paused or Needs attention. Use Turn on, Turn off and Edit to change it.

Low-balance emails

Set an amount for each balance. Accountable emails when the balance drops below it.

Who hears about it

Choose who gets funding emails under Who gets funding emails. Every admin gets them by default; click Back to every admin to reset. Only people who can move money are listed.

Funding alerts come by email, never by text, and each problem is sent once.

Request a higher limit

Your per-payment and per-transfer limits are in Settings > Account > Limits.

  1. Click Request increase beside a limit.
  2. Enter the New limit and, optionally, Why.
  3. Click Send request.

Requests go straight to the Accountable team. The limit shows Requested until it's Raised. You can also request a higher limit from a funding alert, or when you send a payment over your limit.

Need a hand? Email support@accountablevr.com