Customizing Balance View

Select the type of balance you prefer to see in bank accounts by default.

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The nBanks platform allows you to choose the type of balance you prefer to view in bank accounts and indicators. You can select between the following balances: authorized, available or accounting.

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To configure the default option:

1. Go to Company Settings;

2. Select Global Settings;

3. Choose the balance you want to display in the accounts.

Your choice will be saved to facilitate your daily life.

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Benefits:

- Personalization of the experience, with the possibility of choosing the type of balance you prefer to view (authorized, available or accounting);

- Clarity of information, by allowing you to adapt the visualization to the type of financial management that makes the most sense for your company;

- Facilitates decision-making, because by seeing only the most relevant information, it avoids confusion and improves financial analysis;

- Simple and quick configuration, as the definition of the preferred balance is done in a few steps and only needs to be done once.

- The choice is memorized, making the use of the platform more efficient on a daily basis.

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Available in all geographies.

‍You can try this feature here.