PRODUCT UPDATE

Enhanced Accounts Page

We’ve been listening closely to your feedback, and we know how important it is to clearly understand your balances and how your payments affect them. That’s why we’re excited to roll out new improvements to your Accounts page, designed to give you clearer, more transparent insights into your cash flow.

The Dynamic Truss Balance - Your Accounts page now features a dynamic funds bar that updates in real time—so you always know what’s available, what’s incoming, and what’s on hold.

Here’s how it works:

• 💧 Liquid Funds – These are fully available and can be accessed for things like pre-approved bill payments and external transfers.
• ⏳ Incoming Funds – These are payments from invoices that are still processing. You can use them within the Truss Network, spend on your Truss cards, or pay bills, but they haven’t cleared for external use yet.
• 🔍 Want to dive deeper? Head to your Cash dashboard and click on Uncleared Funds to see the breakdown of what’s temporarily unavailable due to pending transactions.

🔐 More Transparency, Right Where You Need It

• Routing Info & FDIC Coverage: Your account routing details and FDIC insurance (via Thread Bank) are now easily accessible—and copyable—right next to your balance.
• Know Your Limits: We’ve revamped the Account Limits tab so you can clearly see how much you’ve used and how much room you have to move funds..

• Download your Routing Information straight from the cash accounts dashboard.
• Access your Account Limits to see how much you've used and how much is remaining.

👀 Coming Soon: Even More Visibility

We’re working on a new feature that gives you a clear, easy-to-read view of when your funds will arrive. No more guessing or waiting in the dark. Soon, you’ll have a section showing timelines for incoming payments, so you can plan with confidence.

Why This Matters to You:

✔ Get a clear picture of your cash flow at a glance
✔ Know exactly when your money is ready to move
✔ Avoid delays and plan ahead with confidence

These updates are now live—go check them out and let us know what you think!

If you have any questions or need assistance, please do not hesitate to contact our support team.