> For the complete documentation index, see [llms.txt](https://help.travelledger.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.travelledger.org/tl-pay-account/tl-pay-dashboard.md). # TL Pay Dashboard How to use the TL Pay dashboard to manage your accounts **The TL Pay Dashboard** provides a central view of all your payment accounts, allowing you to easily manage and monitor activity across your organisation. ### Accounts and cards: two dashboards TL Pay separates account management from card management across two dashboards — this page covers the accounts side:

Screen	What it manages	Typical tasks
TL Pay Dashboard (this page)	Your accounts and your funds	Check balances, fund an account, withdraw, move funds between accounts, add new payment methods, create sub-accounts, rename accounts, set up default account for TL2TL payments
TL Pay Virtual Cards	The cards issued from each sub-account	Create cards, track charges, edit or block cards, view logs, raise disputes, export card statements, monitor exposure

In summary: funds are managed on the Accounts Dashboard; cards are managed on the Virtual Cards Dashboard.

TL Pay Accounts Dashboard - TL2TL and Virtual Cards accounts

### Your accounts at a glance Accounts are grouped by purpose - TL 2 TL Accounts (on-platform settlement) and Virtual Cards Accounts. Each tile shows its currency, status, name, available balance and banking provider, with two controls: **Manage** (the account’s workspace) and the **two-arrow icon** for moving funds between your accounts within the same provider. This includes: * **TL2TL** (on platform settlement) Accounts connected to Adyen * **TL2TL** (on platform settlement) Accounts using NIUM or Revolut * **TL2TL Account statuses**: an **Active** account is live and usable for TL Pay transactions. **Disabled** means it isn’t currently enabled - typically pending migration to a new provider, setup not yet completed or account not yet activated/de-activated. * **Multiple companies or entities?** Each entity has its own dashboard view - switch between them using the drop-down at the top right. * **Accounts with virtual card issuance** set-up, connected to Adyen:

### [Inside Manage: the four tabs](#managing-your-accounts)

*Manage → Transactions, with Export and Export Statement*

For more information on individual functions of the dashboard, please see the sections below:

Viewing your Accounts

When accessing the TL Pay Dashboard: * Each company is listed individually in a dropdown menu * The payment provider associated with that company is shown * The account status is clearly labelled (e.g. Active or Inactive)

**Account Status Explained** * **Active**\ The account is live and can be used for TL Pay transactions. * **Inactive/Disabled**\ The account is not currently enabled for use. This may be due to: * Pending migration to a new provider * Setup not yet completed * Account not yet activated

Managing your accounts

Each account has a manage icon:

from there will you be able to view: | Tab | What you will find | Use it to | | -------------------- | --------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | | **Transactions** | Every movement on the account, with **Export** (CSV of the grid) and **Export Statement** (PDF/CSV over a date range) | Reconcile the account and evidence individual transfers | | **Funding** | The account’s own bank details: account name, number, sort code, SWIFT/BIC | Pay money in by bank transfer | | **Withdraw** | Whitelisted withdrawal accounts, amount, timing — one-off or recurring | Move money back out to your own bank | | **Account Settings** | Display name, verification status, and the account’s role toggles | Rename; confirm **Verified**; set/unset as your default TL 2 TL settlement account; enable or disable VCC capability (Virtual Card accounts) |

Reading the Transactions tab

Much like an online banking app, TL Pay has a dedicated 'Transactions' tab which displays all recent activity for your account. 1. Click **'Manage'** on the account you want to review the transactions of:

2. Navigate to the 'Transactions' tab:

The columns provide the following detail: | Column Name | Description of Content | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Type |

Adyen accounts:
- Account transfer: A Move Funds transfer between your own accounts
- TL2TL: Settlement with a Travel Ledger partner
- Withdrawal: Funds sent out to your registered bank account
- Deposit: Funds paid in - bank transfer top-up

NIUM accounts:
- TL Pay - Credit - Settlement received from a Travel Ledger partner
- TL Pay - Debit - Settlement paid to a Travel Ledger partner
- Withdrawal: Funds sent out to your registered bank account
- Deposit: Funds paid in - bank transfer top-up

| | Status |

Status of the Activity. Options are:
Approved
Declined
Blocked
Pending
In progress
Rejected
Expired
Cancelled

| | Amount | The amount, including currency, of the activity | | Counterparty | Counterparty on the transaction (partner company or own account) | | Date | The date and time the activity took place | | Reference | The Payment provider bank reference | | Remittance | Where the activity is TL Pay (settlement between partners) the relevant remittance ID is provided | | Commercial Link | Where the activity is TL Pay (settlement between partners) the relevant Commercial Link description is provided | | Balance | The cumulative balance of your TL pay account. | As with other grids across Travel Ledger, you can organise and sort the columns as per your preferences and add and remove any columns that are relevant/irrelevant to you.

Finding your funding details

1. Click **'Manage'** on the account that you need to funding details for:

2. Navigate to the funding tab:

Manage → Funding - the account’s bank details

3. Take note of the details provided as these are the details you need to use to send funds to your account. {% hint style="warning" %} **Please note: the name of the account holder when funding will be your registered business name, as provided during your account application or added since via Adyen Hosted Onboarding.** {% endhint %}

Withdrawing funds

1. Click **'Manage'** on the account that you need to funding details for:

2. Navigate to the Withdraw tab:

*Manage → Withdraw -whitelisted accounts, amount and timing*

2. Set up your withdrawal as needed: * One Off Withdrawal: choose the destination account (the account you want the funds to be sent to), enter the amount for withdrawal, a reference (optional), and then either chose to 'withdraw now' or 'schedule for specific date/time. * Set up recurring withdrawal: you can set up a schedule of repeat withdrawals on your own choice of schedule. To set up a new schedule, choose the destination account (the account you want the funds to be sent to), enter the amount for withdrawal, a reference (optional), and select set up recurring withdrawal, entering the schedule and amounts you want your regular withdrawals to follow.

Managing your account settings

1. Click **'Manage'** on the account that needs its settings managed:

2. Navigate to the **'Account Settings'** tab:

3. Here you can: * Rename the account display name to match your needs * Check the verification status of your account * 'Toggle' the button to make the account your default TL2TL (on platform settlement) account, or 'toggle off' to disable the acount as the default TL2TL. Note; disabling the account does not remove access for withdrawal, viewing transactions etc, it only removes it as the account assigned for settling on the platform.

Moving funds between Adyen accounts

**Move Funds** transfers money instantly between your own TL Pay accounts - for example, topping up a Virtual Cards sub-account from your main account ahead of expected charges, or rebalancing between sub-accounts. Because the funds are already within TL Pay, the move completes immediately rather than waiting on bank transfer timescales. **Availability:** Move Funds operates between **Adyen accounts only**. The move icon does not appear on NIUM or Revolut account tiles, and non-Adyen accounts are not offered as destinations. #### Step 1 - Select the accounts and amount 1. On the TL Pay Accounts Dashboard, select the **two-arrow icon** on the account you want to move funds *from*.

2. **From Account** is fixed to the tile you selected, showing its currency, account name and available balance for reference — it cannot be changed here. To move funds from a different account, close the dialog and start from that tile instead. 3. Open **To Account** and choose the destination. The list shows your other Adyen accounts for the same company, each with its account name and current balance.

The destination list shows your other Adyen accounts with their balances

4. Enter the **Amount to Move**. The amount is validated against the source account’s available balance; **Amount to Receive** confirms what will land in the destination account.

Amount to move with Amount to Receive shown below

#### Step 2 - Confirm Review the summary - the amount leaving the source account and the amount arriving in the destination - then select **Confirm Move**. A confirmation is displayed and the balances update immediately.

Adding additional payment capabilities (Virtual Cards)

1. To add additional payment capabilites, such as enabling virtual cards, navigate to the '+Add new payment method' in the top right of the display:

2. Select the capability you wish to add, in this example virtual cards:

3. Choose the payment provider you wish to associate, for virtual cards this is Adyen, before clicking 'activate':

4. If you do not already have an Adyen account, you will be directed to set one up (see [applying for an Adyen account](/tl-pay-virtual-cards-vccs/applying-for-an-adyen-account.md)). If you already have an Adyen account, virtual cards will be instantly enabled as below:\ ![](https://3714949765-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MacUE666EkqnejMK9CH%2Fuploads%2Ftj0KX1ivM5ebo21WuGbF%2Fimage.png?alt=media\&token=857424eb-30a8-470f-8b17-c46801fd95c9) More information on using and managing virtual cards can be found under[ TL Pay Virtual Cards](/tl-pay-virtual-cards-vccs.md)

Managing Multiple Accounts

If your organisation operates multiple companies or entities: * Each entity will have it's own dashboard view * The view can be changed to different entities by picking the one you want to review in the top right drop down: