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Who can view the pool account balance?

The view of the pool account balance is customisable for all cardholders

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Written by Nitin Ranka

Company Admins can enable balance visibility for any cardholder linked to the pool. This allows the employee to see exactly how much budget remains in the pool account.

To do this:

  1. Locate the card on either the cards page or in the specific pool account.

  2. Open the card's control panel by clicking on the card's row

  3. Turn on the view pool balance setting as shown in the video below.

By default, the total balance of a Pool Account is visible only to the Company Admin and the Pool Account Manager. Cardholders cannot see the total pool balance available.

This feature is not available for pool account cards linked directly to the company account.

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