Shareable Accounts

The Shareable accounts tab lets Customer administrators create and manage billing accounts that are shared with other customer organizations. Use shareable accounts when multiple linked organizations should draw from the same balance.

Prerequisites

Before you can create a shareable account, staff must complete two steps on your customer record:

  1. Allow shared billing accounts must be enabled (a System administrator or Economy administrator sets this on the Customers page).
  2. Your organization must be linked to the customer organizations you want to share with, through Manage shared accounts on your customer details page (staff action).

If shared billing is not enabled, the ADD ACCOUNT button is disabled.

Accessing Shareable Accounts

  1. Sign in with a Customer administrator account.
  2. Click Billing in the sidebar.
  3. Select the Shareable accounts tab.

Shareable accounts list

Table columns

ColumnDescription
TitleAccount name you chose when creating it. Sortable
Total balanceNet balance from all non-reserved transactions
Reserved amountFunds held for pending applications
Available amountFunds available for new applications
ActionsRow menu

Page actions

ActionWhen availableDescription
Add accountShared billing enabledOpens the create shareable account dialog

Row actions

ActionWhen availableDescription
ViewAlwaysOpens the account transaction ledger
EditShared billing enabledOpens the update dialog to change the title or sharing recipients

Creating a shareable account

  1. Click ADD ACCOUNT.
  2. Enter a Title (2–255 characters).
  3. Select one or more Customer organizations to share the account with. Only organizations that staff have linked to yours appear in the list.
  4. Click Save.

The platform creates a shareable billing account owned by your organization. Selected organizations can use the account when submitting applications.

Shareable accounts are created with Negative balance allowed enabled by default, so linked organizations can submit applications even when the available amount is less than the estimated cost. Only System administrators and Economy administrators can change this setting later.

Updating a shareable account

  1. Open Edit from the row actions menu.
  2. Change the Title and/or update the list of shared organizations.
  3. Click Save.

The sharing list is synchronized with your selections — organizations removed from the list lose access to the account.

Viewing shareable account transactions

Open View to see the transaction ledger for a shareable account. The page shows the same balance summary and transaction table described in My account.

Shareable accounts use the same transaction types and automatic billing rules as private accounts.