Add funding account visibility to Payments view

Problem Statement:

  • The Payments view shows upcoming task payments but doesn't indicate which bank account the funds will be withdrawn from
  • This makes it difficult to verify sufficient funds are available before payments are processed
  • Also creates challenges for bookkeeping and financial tracking

Current Workaround:

  • Manually checking each task in Operations → Task management to see the assigned bank account
  • Cross-referencing with Settings → Payments & Payouts → Charges after the fact

Impact:

  • Risk of insufficient funds if account balance isn't verified in advance
  • Extra manual effort for bookkeeping and reconciliation
  • No proactive visibility into funding sources

Proposed Solution:

  • Display the funding bank account directly in the Payments view alongside upcoming task payments

Unlock:

  • Hosts can proactively verify sufficient funds are available in the correct account
  • Simplified bookkeeping with clear visibility into which account funded each payment

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Upvoters
Status

New

Board

💡 Feature requests

Date

3 days ago

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