Click on the account selector to choose the account on which you would like to do your search.
PLEASE NOTE This selector is only available from the moment you have access to at least two accounts. Otherwise, this access is not visible. |
When clicking on it, the page consists of the following elements:
- a search field in the upper part (from 11 accounts and above),
- a button to filter on selected accounts,
- the list of business entities you have access to (if you have access to at least two business entities),
- the list of accounts you have access to (included in business entities),
- a submit button to validate your selection.
Search field
The search field is available from 11 accounts and above.
By default, as soon as you get to this page, your cursor places itself on the search field. Thus, you can immediately start your search without having to click on the field.
The search displays results from the second text character.
The cross symbol to the right of the search field enables you to clear the field.
List of accounts
PLEASE NOTE Over 40 accounts, the list of accounts does not appear anymore. It is then the search field that must be used to display the account(s) of your choice. |
DEFINITION
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Over 10 accounts, the tag next to RESULTS gives you the exact number of accounts matching your search.
Then, the screen displays two types of lines.
“My business entity” (which appears from two business entities and above), indicating:
- the name of the business entity,
- the number of selected accounts (in the blue tag),
- the number of accounts linked to the business entity.
“My account”, indicating:
- the name of the account,
- the account ID,
- the settlement currency.
In some cases, the account status is also specified:
- Disabled,
- Pending.
When hovering your mouse on a result row, the left icon changes.
When clicking (anywhere on the line), the icon turns blue. This means that the account is selected.
The display of the name of the account changes: the name turns to the color set upon the account creation and is also surrounded by a colored zone.
The SELECTED button above the list becomes active, a tag appears at its right with the number of selected accounts inside.
Selection rules:
- When selecting the line “My business entity”, you select all the accounts linked to this business entity.
Example
My business entity |
4 accounts |
My account |
EUR |
In the example above, “My business entity” has been selected.
It includes four accounts, which are thus selected.
- When selecting the line “My account”, the line “My business entity” displays 1 in the blue tag.
Example
My business entity |
4 accounts |
My account |
EUR |
In the example above, “My account” has been selected.
The blue tag on the line “My business entity” displays 1.
Once the selection is made, click on the SELECT ACCOUNT button.
Filter button of selected accounts
When a line is selected in the results list, the SELECTED button is activated.
When clicking on it, the list is filtered. It only displays selected accounts.
The search field is then disabled. It is therefore impossible to conduct a search when the SELECTED button is activated.
To switch back to the previous display (and thus disable the button), simply click again on the SELECTED button.
Please note that the search field is not cleared when disabled. Consequently, when you disable the SELECTED button, the results still match the value you keyed in the search field.
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