Balance
The balance card shows the current available balance across your accounts. This updates in real time as transactions settle.Latest transactions
A feed of your most recent transactions, including ACH transfers, wire transfers, check deposits, and internal transfers. Select any transaction to see its full details.Accounts
A summary of your linked bank accounts with their current balances. Select an account to view its details, including the account and routing numbers.Navigation
Use the sidebar to navigate between sections:| Section | What it does |
|---|---|
| Dashboard | Account balances and recent activity |
| Accounts | Manage your bank accounts |
| Transactions | Full transaction history |
| Move money | Send payments externally or transfer within Lemma |
| External recipients | Manage saved payment recipients |
| Lockbox | View checks and mail received at your lockbox address |
| EOB | Upload and track insurance payment documents |
| Settings | Organization profile and team management |