View recent activity
The Global Accounts page brings together recent incoming and outgoing activity. Select an account name or masked account number to open that Global Account's details.
Find a transaction
Sign in to Quotable Payments.
Open Global Accounts for recent activity. For the full ledger your role can access, open Transactions.
Use the available search and filters to narrow the results by date, currency, direction, status, or Global Account.
Open the transaction to review its current details and reference information.
Read the transaction record
Direction: Incoming means funds are moving into a Global Account. Outgoing means funds are leaving it.
Global Account: Shows the currency, nickname, and masked account number linked to the transaction.
Reference or counterparty: Helps your team identify the transfer or payment.
Amount: A positive amount is incoming. A negative amount is outgoing.
Status: Shows the latest recorded state of the transaction.
Status and balance are different
A transaction can appear in activity before its funds are available. The direction, amount, or sender's receipt isn't enough to confirm availability. Check the transaction status and the Global Account's available balance.
When contacting support, keep the transaction reference and any bank confirmation ready. Never include passwords, verification codes, or unrelated personal information.