Financial Transactions
How do I link a card to my YELL business account?
- Navigate to the “Manage” tab and select “Finances.”
- Once redirected to the “Cards” page, choose whether you want to add a Bank account (Debit Card) or a Card (Credit Card) by selecting the respective tab.
- Click the “+ Add” button to begin the linking process.
- Follow the prompts to enter your card information and complete the linking process.
- Once linked, the balance of each card will be visible in the “Cards” section.
- To view detailed information about a specific card, click “See details” under that card.
- You can link multiple cards, with each displayed separately in the “Cards” section.
How do I unlink a card from my YELL business account?
- Navigate to the “Manage” section and select “Finances.”
- In the “Cards” section, locate the list of your linked cards.
- Select the card you wish to unlink to open its detailed view, which displays: Account name, Linked date, Expiration date, Current balance.
- Scroll down to the bottom of the card’s detailed view and click the “Remove” button.
- Confirm the action when prompted to complete the unlinking process.
How do I deposit cash to my YELL business account?
- Navigate to the “Manage” tab and select “Finances.”
- Click on the “Manage Cash” button.
- Enter the total amount you want to deposit in the provided field.
- Choose how to fund the deposit:
- Use the suggested accounts provided by the app.
- Or, manually select the funding sources for the deposit.
- For instant access to the funds, you can enable instant transfer for a 2% fee.
- Review the transaction summary to ensure the total amount and details are accurate.
- Confirm the transaction to initiate the transfer.
- A notification will appear, indicating that the transaction has been successfully processed.
- Close the confirmation window to complete the process.
How do I withdraw funds from my YELL business account?
- Navigate to the “Manage” tab on the dashboard.
- Click on “Finances” and select the “Manage Cash” option in the top-right corner.
- Click on the “Withdraw” option to begin.
- Enter the amount you wish to withdraw in the designated field and select your preferred account.
- After entering the amount and confirming the account, click “Continue” to proceed.
- Review the summary, which will display:
- The withdrawal amount.
- Any applicable fees.
- The total amount to be withdrawn.
- Ensure all details are correct.
- Enter the verification code sent to your mobile device via SMS in the provided field.
- Click “Continue” to finalize the withdrawal process.