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Introduction to Accounts

The Accounts tab is your command center for viewing balances, managing currencies, and tracking payment activity all in real-time.

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Written by Salifyanji J Namwila
Updated over 2 months ago

Overview

The Accounts section in the Devdraft Console is designed to give you complete financial visibility. Whether you're operating in multiple currencies or managing client funds, this tab helps you track account activity with speed, clarity, and confidence.

To access it, click the wallet icon in the left sidebar.


What You’ll Find

Once inside the Accounts tab, you’ll see two core components:

  • Accounts Overview: Real-time balances across all supported currencies

  • Activity Feed: A detailed transaction history that logs every credit, debit, and adjustment in your account

Together, these views give you a clear, up-to-the-minute picture of your financial status.


Supported Currencies

Devdraft currently supports the following currency accounts:

  • USD Trust Account

  • EUR Trust Account

  • (Coming Soon): Mexican Peso

Each currency is displayed as a card with:

  • Available and actual balances

  • Country flag for easy identification

  • A toggle to hide or show balances (eye icon) for privacy


Key Features

The Accounts tab offers several features to help you stay in control of your finances:

  • Real-time balance updates

  • Detailed transaction table showing:

    • Status (Completed, Pending, Failed)

    • Customer reference

    • Timestamps and descriptions

    • Quick actions for managing entries

  • Transaction filtering by date, type, and status

  • CSV export for financial records

  • One-click refresh for the latest data sync


Why It Matters

Whether you're receiving payments, issuing refunds, or monitoring cash flow, Devdraft’s Accounts tab helps you:

  • Centralize your transaction history

  • Understand your currency performance

  • Ensure compliance and accuracy

  • Work faster with simplified reporting tools


Summary

The Accounts tab is your go-to space for managing trust balances and understanding your payment activity at a glance.

Ready to streamline your financial operations? Head to Accounts in your Devdraft Console to get started.


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