Business Accounts is the central hub in Airwallex for managing multi-currency accounts, transfers, conversions, and payees across your organisation. This article explains how to find the Business Accounts section, sub-sections and understand the overview page.

View Business Accounts

Before you begin: You need access to at least one organisation with Business Accounts enabled. Certain actions require additional permissions, for example adding funds (see How to add funds to your Borderless cash account?) and creating transfers (see How do I create a transfer?). Contact your organisation administrator for editing global and account level permissions.

Fastest way to Business Accounts

1. In the left sidebar, click the Business Accounts item. The section expands to show links to your favourited accounts and a Show all link
2. Select the Business Accounts link again, or select the Show all link, to open the organisation-level overview

Switch organisation

The organisation switcher button at the top of the left sidebar shows your current organisation name (for example, “Your Organisation Name / Organisation”). Use it to switch between organisations if you have access to more than one.

Platform wide navigation aids such as Kai (our AI assistant) are available across Airwallex but are not specific to Business Accounts.

Sidebar favourited accounts list

The sidebar displays your favourited accounts, listed by name. Each name is a direct link to that account’s page. Click the Show all link at the bottom to return to the organisation-level overview where all accounts are visible.

Favourited accounts can be added and removed from the accounts table. See Account row actions for how to add favourited accounts. 

Business Accounts tabs and features

When you open Business Accounts, you will find yourself on the Overview tab by default. Up to five tabs will be available:

• Overview: the landing page, covering balances, filters by account, entity or account type and the accounts table. For more detail see What can I find on the Business Accounts overview page?.
• Activity: organisation-level transaction activity.
• Transfers: transfer history and statuses (see How to view and manage transfers).
• Conversions: conversion history and limit orders (see How can I convert money?).
• Payees: list of payees, their transfer methods, and their details (see How do I add, update and delete payees?).

Five action buttons appear directly in the page header:

• Add funds: opens the add funds flow (see How to add funds to your Borderless cash account?).
• Convert: opens the currency conversion flow (see How can I convert money?).
• New account: starts the account creation flow (see How to create a new Business Account).
• Transfer: opens a dropdown menu with up to four options (see How do I create a transfer?):
  • Transfer to an external payee
  • Transfer between accounts
  • Batch transfer
  • Aggregate funds
• Settings: links to organisation settings, outside of Business Accounts.

What can I find on the Business Accounts overview page?

Organisation balances

Balances appear at the top of the Overview tab, one for each account type. Each card shows the aggregate balance across all accounts of that type held in your organisation.

Hovering over the card will display other balance types as listed below:

Pending applications table

A Pending applications table appears above the accounts table when entity or account creation applications are in progress.

The table has five sortable columns: Name, Status, Type, Submitted on, and Created by. Applications in a Draft state are also visible here.

The table initially shows three rows; click the Show more link to display all pending applications, then click any row to open its details.

Accounts table

The main accounts table lists all Business Accounts in your organisation. Accounts may not be visible if viewing permissions have not been granted. Four sortable columns will display:

Click any row to navigate to that account’s detail page. The type of page that opens depends on the account type:

• Borderless Cash accounts (see Understanding your Borderless cash account balances)
• Yield accounts (see Getting Started with Airwallex Yield in Hong Kong for Hong Kong Yield accounts. Regional differences may apply)

Account row actions

Each row has an actions button (⋯). Click it to open a menu. The menu options depend on the account type.

Borderless Cash accounts:

• View details: opens the account’s detail page (same as clicking the row).
• Transfer to an external payee: see How do I create a transfer
• Transfer to another account: also referred to as Transfer between accounts in other locations (see How do I create a transfer).
• Convert: see How can I convert money?
• Add funds from an external bank: see How to add funds to your Borderless cash account?
• Add funds from another account: see How to add funds to your Borderless cash account?
• Remove from favourites / Add to favourites: toggles the account’s presence in your sidebar favourites list.

Yield accounts:

• View details: opens the account’s detail page (same as clicking the row).
• Add funds: see Yield Deposit (HK) for Hong Kong Yield accounts. Regional differences may apply. See What Yield currencies and rates are available in my region? to identify your Yield account.
• Withdraw funds: see Yield Withdrawals (HK) for Hong Kong Yield accounts. Regional differences may apply. See What Yield currencies and rates are available in my region? to identify your Yield account.
• Remove from favourites / Add to favourites: toggles the account’s presence in your sidebar favourites list.

View and search controls for the account table

Filter and search controls appear directly above the accounts table. Use them individually or in combination to edit the view:

• To search: in the Search field, type your search term.

• To filter by entity: open the Entity dropdown and choose an entity from your organisation.

• To change the display currency: select the View in button and choose a currency.

• To filter by account or account type: select the Filters button. A panel opens with three tabs:

  • Account tab: a searchable list of all accounts. Click the Select all checkbox to select all accounts at once.

  • Entity tab: one checkbox per entity in your organisation.

  • Account type tab: Borderless Cash and Yield checkboxes for filtering by account type.

• To clear all filters: in the Filters panel, select the Reset filters text.

Seeing a different version of the Airwallex platform?

You may be on the previous version of the Airwallex platform. See Revamped Airwallex experience: one place to run your whole business (beta) for more information on the change.

The best way to confirm if you are on the previous version is to check your left sidebar column for any mention of Business Accounts. In the same sidebar, you can also check that you do not see Wallet or Transfers.

Certain actions and pages may not be visible if you have not been given sufficient global or account permissions.

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