The overview page gives you a clear summary of activity across all your accounts when you manage more than one account with us. It’s designed to help you quickly see important balances, projections, inflows, outflows, and payment statuses that may need your attention—all in one place.

This page is especially valuable for accountants and business owners who oversee multiple clients or businesses. Instead of checking each account individually, you can view a consolidated snapshot, making it easier to prioritise and take action where it’s needed most.

Why is this important:

The overview page helps you stay organised and in control. By providing a single view of all your accounts, it saves you time and ensures you never miss an important update or required action. This is particularly useful for professionals who need to manage several accounts efficiently and keep on top of client or business needs