Keeping sufficient balance in your Cledara account is essential to ensure successful payments and smooth day-to-day operations for your business.
We have listed below the common signs for when you should review your accounts balances and upcoming payments, and consider arranging a new transfer to your Cledara account:
- You receive a Low account balance email notification when you don't have enough funds to make payments expected in the next 3 days.
- You receive a Low available balance email notification when your available account balance drops below the threshold you have set.
- You can see in your Dashboard > Spend Analysis > Projected account balance that your available balance may be running out soon.
- You are unable to make a payment on a soft card.
- You are unable to top up a fixed card.
- You have created new supplementary cards, which increased the total budget of an application.
Automate top-ups with Direct Debit
To help ensure your Cledara account always maintains sufficient funds, you can set up Direct Debit top-ups. With this option, you can create a threshold rule that automatically initiates a transfer when your available balance falls below a custom amount set by you. This helps you avoid disruptions and ensures your team can keep spending without manual intervention.