Accounts list

In the Accounts list, users can conveniently access and review the bank accounts linked to their LYNKS tenant. This feature provides users with a comprehensive overview of their accounts within the system, empowering them to efficiently track and monitor their financial information. The interface organizes accounts based on user access and permissions, facilitating easy editing of account details.

The account list compiles essential bank information such as IBAN, BIC, currency, alongside financial details including balances, evolution, and upcoming payments.

Accounts list - widgets

At the top of the page, widgets offer a summary, displaying key metrics for user convenience. These metrics include the total balance (reflecting the latest final closing balance), total outgoing and incoming values from yesterday's statements, as well as the number of accounts and banks within the interface.

These widgets present aggregated data, offering users an up-to-date overview of essential information as they navigate the page.

Accounts list - view by groups

The account list can now be organized by account groups, which users can activate using the toggle button beside the view selector. This new view filters and condenses the information about ordering party accounts based on their account groups.
Account groups are presented within an expandable module, featuring the group name, the count of accounts within the group, and the total sum of closing balances across all bank accounts within the group, calculated in the default currency.

Within the expandable module, users can find a detailed list of all accounts within the group, along with additional information for each account.

Accounts list - details screen

Within each specific account, LYNKS offers detailed information through several dedicated sections. These sections are carefully divided to enhance readability and comprehension of the extensive data provided.

Details

The account details are inside a expandable section showing account details about the account holder, the bank and the cut-off-time.

Balance

The balance section furnishes details regarding the most recent received closing balance and the latest received intraday balance, accompanied by a date indication. Additionally, a counter and an aggregation of upcoming credit transfers' values by currency are presented to signify forthcoming outgoing payments.
Below this, a graph illustrates the precise evolution of balances, reflecting the received bank statements. This graphical representation aids in visualizing the fluctuation of balances over time.

Statements

Received bank statements are presented as expandable rows, where crucial information is extracted and displayed. Users have the option to expand these rows to access and review the full content of the statements. The expanded view showcases a list of the statement content, which users can also download for further reference.

Similar to other tables within the application, users can rearrange columns, apply filters, and search the dataset. This functionality enhances usability and allows users to customize their viewing experience according to their preferences.