A Borderless Cash account is a multi-currency transacting account that lets you hold, send, receive, and convert funds across multiple currencies.

This article covers how to navigate the Borderless Cash account page, read the table and summaries, use the header action menus, view account-level activity, and understand differences between accounts in different entities.

View my Borderless Cash accounts

To open a Borderless Cash account page:

1. In the left menu, select Business Accounts. The section expands to show favourited accounts and a Show all link.
2. In the expanded list, select the account name to open the account’s page.

For an account not shown in the list:

1. Select the Business Accounts menu item again, or select the Show all link, to go to the Business Accounts overview.
2. In the Accounts table, select the account row. Alternatively, select the row's ⋯ button, then select View details from the menu.

Borderless Cash account tabs and features

After clicking through to the Borderless Cash accounts page, there will be six tabs available:

What can I find on the Borderless Cash account overview page?

The Overview tab shows the account’s current available balance, a table of all currency balances, and summaries of account transfers, cards and conversions.

Available balance and view controls

The available balance is displayed at the top in the account’s primary currency. A View in currency selector lets you change the display currency for balances. 

Balance table

The balance table lists each currency the account holds or has had activity in. Columns are:

Each currency row includes:

• A menu (⋯) button: per-currency actions on that balance. See Borderless Cash account actions for selectable actions.
• A View details (→) button: opens the currency’s detailed page (same as clicking the row)

Transfers, Cards and Conversions summaries

Below the balance table, three summaries give at-a-glance figures for features tied to your Borderless Cash account:

• Transfers: amounts to approve and the last-30-day transfer total. Click the Go to transfers link to be redirected (see How to view and manage transfers)
• Cards: counts company cards and employee cards linked to this account. Click the Go to Cards link to be redirected (see How do I choose between a Company Card or Employee Card?)
• Conversions: counts active limit orders and number of conversions in the last 30 days. Click the Go to conversions link to be redirected (see How can I convert money?)

Borderless Cash account actions

Four action buttons are always visible in the account header, regardless of which Borderless Cash account tab is selected.

Open menu (⋯)

Account-level management options are available from the open menu (⋯) button:

1. In the account page header, select the ⋯ button. A menu opens.
2. Select an option:
   • New card: opens the card creation workflow, your availability may depend on entity capabilities and your permissions (see How do I create a card?).
   • Link bank account: opens the linked bank account setup flow (see How to link your external bank account to Airwallex).
   • New Global Account: opens the Global Account creation flow (see What is a Global Account).
   • Rename accounts: opens a rename pop-up for the account.
   • Add / remove from favourites: configure Borderless Cash account position in sidebar.

Add funds dropdown

Top up the Borderless Cash account:

1. In the account page header, select the Add funds button. A menu opens.
2. Select an option:
   • From an external bank: uses a linked bank account to pull funds. For more detail and eligibility, see How to add funds to your Borderless cash account?
   • From another account: moves funds into this Borderless Cash account from another account. For more detail and eligibility, see How to add funds to your Borderless cash account?

Transfer dropdown

Transfer funds to another recipient from the Borderless account:

1. In the account page header, select the Transfer button. A menu opens.
2. Select an option:
   • Transfer to an external payee: create a transfer to a payee outside your organisation.
   • Transfer to another account: create a transfer to another Business Account internal to your organisation. This is the same type as Transfer between accounts with the source account pre-filled to the current Borderless Cash account.
   • Batch transfer: create multiple transfers at once from a file upload.

If you are looking for the Aggregate funds option, you can find this as an option after clicking the Transfer button on the Business Accounts overview page.

See How do I create a transfer? for more information on all transfer options.

Convert button

Convert currency balances in your Borderless Cash account by clicking the Convert button in the account page header. This opens the conversion workflow for spot conversions (executed at the current market rate) or limit orders (executed automatically at a target rate), see How can I convert money?

View Borderless Cash account activity

Click the Activity tab to view transaction-level activity for this account. This is the account-level activity view; for the organisation-level activity across all accounts, navigate to Business Accounts, see What is Business Accounts?

Activity sub-tabs

Four sub-tabs will show different activity line items:

Activity tables

The activity table in the All sub-tab has four columns:

All rows are clickable to view the full transaction detail and find additional activity type detail.

Filters and search

Click the Filters button to open a panel to narrow activity by date range or other criteria. Use the Search by ID, type, or details field for free-text search.

Report generation

Open the export menu (icon with downward arrow) in the activity toolbar to access three report options:

• Generate account statement
• Generate balance activity report
• Generate transaction reconciliation report

Selecting a report option opens the report generation dialog. Report file formats and download confirmation depend on the selected settings.

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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