Keeping track of your account details is essential for managing your finances effectively. On Bujeti, accessing your account information is quick and easy, ensuring you have all the details you need at your fingertips. Here's how you can view your account details directly from your dashboard.
Step 1: Log into your Bujeti Dashboard and click on "Accounts" in the sidebar menu.
From the list of accounts displayed, click on the specific account you want to view. This opens a detailed overview page for that account.
Step 2: Click on the account number On the account details page, locate and click on the account number displayed next to the account balance.
Step 3: Review your complete account information
You'll now see all the details for that account, including:
Transaction limits
Bank name
Account number
Account name
Other relevant account information
Incase you have not created an account, you can find how to do create an account here.
Another method to view your account details, from the list of accounts displayed, locate the specific account you want to view and click on the three-dots. This opens a drop-down then select “see account details”
Frequently Asked Questions
Frequently Asked Questions
Q: Can I view account details for all accounts or only specific ones? You can view details for any account you have access to based on your role and permissions within your organization. Admins typically have access to all company accounts.
Q: What if I don't see the account I'm looking for? If an account is missing, check with your admin to ensure you have the necessary permissions to view it, or verify that the account has been properly created in Bujeti.
Q: Can I edit account details from this view? Account details like bank name and account number are typically set during account creation and cannot be edited for security and compliance reasons. Contact your admin if you need to update account information.
Q: How often are account balances updated? Account balances are updated in real-time as transactions occur, giving you accurate, up-to-date information whenever you view your account details.