My Account
The My account tab shows your organization’s private billing account — the account created automatically when your customer account was set up. Here you can review your balance and the full transaction history.
Accessing My Account
- Sign in with a Customer administrator account.
- Click Billing in the sidebar.
- Select the My account tab (selected by default).
Balance summary
At the top of the page, a summary card shows three values:
| Field | Description |
|---|---|
| Total balance | Net balance from all transactions except reserved entries |
| Reserved amount | Funds held for pending course applications (shown as a negative value) |
| Available amount | Funds you can spend on new applications |
When submitting applications, the platform checks Available amount on the billing account you select.
Negative balance allowed
Some accounts have Negative balance allowed enabled. When you select a billing account during application submission, accounts with this setting show *Negative balance allowed next to the available amount.
| Setting | What it means for you |
|---|---|
| Allowed | You can submit applications even when Available amount is less than the estimated cost. The account may go below zero as services are delivered and transactions are processed |
| Not allowed | Application submission is blocked if Available amount is insufficient |
Your private account is created with Negative balance allowed enabled by default. You cannot change this setting — contact a System administrator or Economy administrator if it needs to be adjusted.
Transactions
A transaction is a single entry in your billing account ledger. Transactions are created automatically by the platform when services are delivered, applications are processed, or staff perform billing actions. You cannot create transactions directly.
Transaction table columns
| Column | Description |
|---|---|
| # Transaction ID | Unique identifier (format T-DDMMY-NNN). Sortable |
| Transaction type | Deposit, Withdrawal, Reserved, Credit, or Invoiced amount. A comment icon appears when a note is attached |
| Customer | Customer organization linked to the transaction |
| Amount | Value in SEK. Deposits, credits, and invoiced amounts appear in green; withdrawals in red; reserved in orange |
| Related with | Invoice document ID (invoiced amounts), or related transaction ID (credits) |
| Released at | Date and time the transaction took effect. Sortable (default: descending) |
| Application ID | Linked application — clickable to open the application detail page |
There are no row actions on the customer transaction view.
Transaction types
| Type | What it means | When it is created |
|---|---|---|
| Withdrawal | Charge for a delivered service | An on-request event ends and is billable; a scheduled or ongoing course application is approved or accepted |
| Reserved | Funds held while an application is pending | A scheduled course application is submitted; an ongoing course application is in New, Processing, or Waiting list |
| Credit | Funds returned to your account | Staff credits a withdrawal; or a cancelled on-request event is not charged |
| Invoiced amount | Billing finalized through an invoice document | Staff finalizes an invoice document that includes your transactions |
How reserved transactions work
Reserved transactions reduce your Available amount but do not change Total balance until they are converted or removed:
- When a course application is approved, the reserved entry becomes a Withdrawal.
- When an application is cancelled or rejected, the reserved entry is removed and the funds become available again.
On-request service billing
On-request services are billed per calendar event, not as a single charge when the application is submitted. A Withdrawal is created after each event ends.
Related documentation
- Billing overview
- Shareable accounts — accounts you share with other organizations
- Invoice documents — finalized billing documents
- On request services applications — selecting a billing account