Last Article Update 20.11.2022
You can find your accounts either directly in your overview if you have activated the accounts widget, or in the main menu on the left-hand side. Click on "Accounts" to go directly to your overview of all your accounts, whether current, savings or third-party bank account.
Not every company is the same size. If there are many accounts in your company, you can quickly lose the overview. That's where the search will help you effectively. Search here with account names (alias), the IBAN or by account descriptions. Even fragments are enough for George to start searching and immediately show you the desired accounts in the list.
In addition, you can use filters in the search, such as the account balance, the currency or the bank. By clicking on "Show/hide filters" you can show or hide them. Depending on whether you need them.
More on the George Business search is also available here.
In the account overview you can also sort your accounts individually, in ascending or descending order, sorted by account name, account type, IBAN, account balance, available amount, currency or bank. Whatever suits you best.
The "Statements" button takes you to another menu where you can print your account statements and view your account history with completed transactions or find your account details.
Clicking on the three dots (...) to the right of the account will take you to a menu from where you can do certain things, such as create a new transfer, assign labels, view account details, change the colour of an account or change the name. Just click through and see what there is to discover.
If you want to export your accounts, then click on the small export symbol on the right at your account overview.
George shows you a preview of the accounts included in the export file.
And this is how it works:
In the "Options" you can set the separator and the style of the inverted commas. Select the fields you want to export, such as IBAN, account type or account name. You can change the order of the fields using drag & drop. Once you have made all the settings, save the file locally on your device by clicking on the "Download" button.