Understanding the Multi-Entity Overview Page

Overview

If you manage multiple businesses or entities through Slash, the Multi-Entity Overview page gives you a centralized view of all your accounts in one place. Instead of switching between entities to check balances or review activity, you can see everything at a glance.

The Multi-Entity Overview page is available to users who have access to more than one entity on Slash. If you only have a single business account, you won't see this option.

How to Access the Multi-Entity Overview

1. Click the entity switcher in the top-left corner of the sidebar (this shows your current entity name).
2. In the dropdown, click All entities overview.
3. You'll be taken to the dashboard view showing all your entities.

What You'll Find on the Overview Page

The Multi-Entity Overview page has four tabs:

• Accounts: See all your Slash accounts across every entity. This view shows each account's balance, available funds, and total spend. You can toggle between a grid view and a list view. The aggregation bar at the top shows your total count, combined balance, available to spend, and all-time spend across all accounts.
• Analytics: View spending trends across all your entities in one chart. You can adjust the time period (1 week, 1 month, 3 months, 1 year, or current week/year).
• Applications: Track pending applications across all your entities.
• Statements: Access monthly statements for all your entities from a single page. You can download statements individually or for multiple entities at once.

Switching Between Entity View and Overview

From the Multi-Entity Overview, you can click on any individual account or entity to drill down into its details. To return to the overview, use the entity switcher in the sidebar and select All entities overview again.

Tips for Using the Multi-Entity Overview

• Use the grid view when you want a quick visual summary of account balances across all entities.
• Use the list view when you need to compare specific metrics or see more detail at once.
• Check the Applications tab regularly if you have pending product applications.
• Download statements in bulk from the Statements tab at month-end for easier accounting.