Viewing Stripe Account Details
Under the Stripe Integration, Admins can view account details that include payments being processed, total earnings, and transactions.
- Click the ellipses (three dots) in the lower-left corner,
- Click Admin.
- Click Integrations.
- Under Stripe, click View Account Details.
Stripe Payouts Report Admins can view Stripe Payouts from the Integrations Page. Stripe Payouts show the date an invoice was paid and the amount. A report can be pulled to see a more detailed view of each payout with the following information: Payout ...
The Details tab is your landing page when clicking on a client Account. It contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...
Account Owner, What Does That Mean?
Account Ownership grants a Contact viewing and editing privileges of their Account. They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. Account Owners can ...
Account Cards and How to Use Them
When viewing the Accounts tied to a Contact, use the Account Card to easily navigate to the Account overview. 1. Click on the Contacts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a specific Contact. ...
Clients can be designated as Account Owners by their Firm Administrator. Account Owners have viewing and editing privileges that non-Account Owners do not have. This includes: Overview of Account information (Note: Client Service Teams will be ...