What can I see and do with Viably Accounts?

This article provides a high-level overview of Viably Accounts.

It takes a lot to run your global ecommerce business. Instead of having to check-in to multiple accounts (and remember all those passwords), wouldn't it be helpful to see your business' finances, in one place? 

Viably Accounts gives sellers a convenient place to connect and manage your finances, in the same place where you receive funding, get paid and make payments in multiple currencies. Talk about making life easier! Let's review all you can see and do in Viably Accounts

This will cover:

What data can I see from Viably Accounts? 


With your Plaid-connected bank(s), your connected marketplaces, and your Viably Business Account you can quickly get eyes on: 

Combined Balance: this shows you the current available balance between all linked accounts. The combined available balance also takes into account all pending transactions (i.e. if there is an ACH debit is processing). Get an understanding of the funds available across your accounts, so you can confidently make a payment or move money as you need, to grow your business. 

Current Balance: listed just beneath the Combined Balance. This is the cumulative total between all connected accounts, but is not reflective of any pending transactions (which is why this value is often higher than the Combined Balance). 

Viably Business Account: this gives you a snapshot of the balance in your Viably Business Account. Clicking the ellipses on the right-hand side presents you with the option to view your Viably Business Account details (including the account and routing number). 



Linked Accounts: review all the banks and credit accounts you have connected via Plaid to Viably. In this view you can see each account's balance, the last four digits of the account number, manage their connection to Viably, or even add another. 

Recent Transactions: review the most recent transactions between your connected accounts. Need a deeper dive into an individual transaction or on the account-level? Click "Show all" or navigate to the Transactions tab. Learn more about how you can filter and pull insights from your transactions, here! 


What actions can I take from Viably Accounts? 

Beyond managing and reviewing your connected accounts, you can easily make payments, move money, and get account details to get paid by your marketplaces, from your Viably Accounts view. 

Pay - Clicking 'Pay' from your Combined Balance will automatically put you into the move money option of "Pay someone."



Once here, you will be shown the list of previous payees and the timing of your last payment, along with the option to 'Pay Someone New.' 



Select who will be receiving a payment, so you can then complete the details of your payment including the amount, when the payment is intended to be made, and any additional notes.  

Make a payment with your Viably Account.
Once you've completed these, select 'Next' and review to complete your payment.

Move Money - as with Viably's former Cash Dashboard, the additional money movement options from your Viably Accounts Dashboard will remain the same. 

-Make a payment - select a recipient to receive a payment from your Viably Account.

Easily pay a supplier in a few clicks from your Viably Account.

-Move money between my accounts - send money from your Viably Account to fund another Plaid-connected account.



-Send a physical check - create and issue a check to pay a supplier or vendor from your Viably account. This will ask you define who you are paying and how much, giving you the chance to review the check before it is issued.

Issue a physical check from Viably to pay suppliers or vendors.

-My recipients - this is a list of existing vendors or recipients you have made payments to. You can add more by clicking "Add Recipient."

Move money from your Viably account to a defined group of recipients.

You can learn more about each form of money movement, in this article!

Review Recent Transactions - beyond managing accounts and making payments from your Accounts Dashboard, you can quickly review the most recent transactions across all your accounts. Need more than just a highlight of how money is moving through your business? Click "Show All" and you can filter your Transactions history as you need. Learn more about the Viably Transactions Dashboard, here

See money movement at a glance from your recent transactions on the Viably Accounts Dashboard