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How to view your Pool Balance

Guide to finding total pool contributions, spend and remaining balance

Updated this week

As a Company Admin on Upflex, you can easily check your pool balance to track available funds for bookings. Monitoring your balance helps you manage spending and stay within your budget.

Available on Upflex Portal (Web) only

  1. Click on Reports at the top right of your screen.

  2. Select Products tab to view your current pool balance.

๐Ÿ“Œ Note: Only Company Admins can access this information.

If you have any questions, weโ€™re here to help!

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