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Overview
Your Everflow Pay dashboard is where you fund your account, pay your partners, and confirm the money actually moved — all in one place. This guide walks you through each area so you always know where to go to get something done.
The dashboard at a glance
When you log in, the dashboard opens on a single overview: your available balance, your account details, the regions you’re set up to pay, and anything that needs your attention.
Start here: Your Funds & balance
Your Funds shows your available balance — the money you can actually pay partners with right now. When it runs low, select Fund Account to top up: Bank Debit pulls straight from your bank (US and Canada), or use Manual Funding Instructions to send a wire or ACH yourself.
Two cards sit beside your balance:
Your daily loop: Payments Requiring Attention
This is the area you’ll check most. It groups everything that needs a look into three buckets, and warns you the moment your balance can’t cover what you’ve approved.
The banner adapts to your situation: a blue Heads Up when you have unapproved payments your balance can’t yet cover, or an orange Warning when payments you’ve already approved are underfunded. Either way, it shows the exact amount to deposit and a shortcut to fund your account:
Where your money is: Transactions
The Transactions menu answers three questions:
Set up once: Manage
The Manage menu is where you configure the things you’ll rarely change — your payees, your team, your accounting connection, and your company details.
Getting your tax documents
When it’s time to file, the Documents area saves you from hand-collecting data:
Accounting Integration Card
If you have connected an accounting integration (QuickBooks Online, Xero, or NetSuite), your dashboard will display an Accounting Integration card. This card shows the current status of your accounting sync at a glance.
| Card State | What It Means | What To Do |
|---|---|---|
| Not Connected | "Connect your accounting software" | Click Connect Now to set up your integration |
| All Syncs Successful (green) | Everything is working — all payments synced successfully | No action needed |
| Failed Sync: Action(s) Needed (red) | One or more syncs failed and require your attention | Click View Details to fix the issue |
| Failed Sync: No Action Needed (red) | System-level issue that will self-resolve | No action needed — the system will retry automatically |
For the full guide, see Checking Accounting Sync Status.
Quick answers
The most common reason is your balance can’t cover the payment — you’ll see it under Awaiting Funds in Payments Requiring Attention. Add funds with Fund Account and the payment processes automatically. If the partner’s region shows Inactive under Coverage, click Request to enable it first.
A Failed deposit means it didn’t go through, so nothing was charged or credited. Double-check your details and start the deposit again from Fund Account.
It shows which regions you’re set up to pay: Domestic (partners with a US bank account) and International (partners in 103+ countries). If one reads Inactive, click Request to enable it.
