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Overview

Linking identities to balances gives you more visibility into who is behind the financial transactions in your ledger. When you assign an identity to a balance, you can track and understand the people or organizations associated with specific financial activities. This helps with reporting, auditing, and gaining insights into your financial data by connecting the “who” with the “what” in your transactions. Overview of balance with linked identity information

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Assign identity to balance

To link an existing balance to an identity: Assign identity action in the actions dropdown menu
  1. Navigate to the balance details page
  2. Click Actions in the top-right corner
  3. Select Assign identity from the dropdown menu
  4. Type in the name and select from the dropdown, or paste their identity ID
  5. Click Submit to complete the assignment
Assign identity modal showing name search and identity ID input options The identity will now be linked to the balance, giving you better visibility into who is associated with that financial account. You can also use this same process to change the identity linked to a particular balance. Simply follow the same steps to assign a different identity to replace the current one.

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Need help?

If you’re having trouble with Blnk Cloud, don’t hesitate to send us a message via email at support@blnkfinance.com or send us a message here.