Manage funding Element

What is the Manage funding Element?

The Manage funding Element enables users to add additional funding payment methods and to manage existing funding method details in the organization. With a funding payment method, the organization user can pay vendors and bills.

Element features

The Manage funding Element enables a set of user interactions and features.

FeatureDescription
Display funding methodsDisplay all the funding methods available to the user.
Add additional funding methodAdd a bank account instantly with Plaid or with manual setup. Add a card account with manual setup.
Manage existing funding method detailsSet an existing funding payment method as default for payments. Disable a bank account or card account.
Manage funding Element overview

Manage funding Element overview

In the next set of sections, we showcase the user experience and implementation details for the Manage funding Element.