With multi-wallets, you can now create as many top-level wallets as you need and choose which one a request draws from.

This is useful when different parts of your institution want their funds kept separate. A college might create one wallet per department. A grant administrator might create a wallet per grant so each one's spending is tracked cleanly. Members requesting funds choose which wallet they're requesting from, and each wallet has its own owner who reviews those requests.

The Wallets Tab

The Wallets tab on the left-hand navigation is where all of this happens. Open it to see the wallets you own, the wallets you've been granted access to, and any wallets you've archived. Each wallet shows its current balance and its activity at a glance.

Creating a Wallet

To create a new wallet:

1. Open the Wallets tab.
2. Click Add Wallet.
3. Enter a name for the wallet and the department or group that will use it.
4. Click Create.

The wallet is now available to fund directly. Until you fund it, its balance is zero.

Wallet-Level Actions

Each wallet has a menu icon in the upper right of its card. From there you can:

• Edit the wallet's name.
• Archive the wallet when it's no longer needed. Archived wallets remain visible in your archive history.
• Activate or deactivate the wallet. Deactivating a wallet doesn't archive it — it just temporarily blocks members from requesting funds from it. This is useful when you're reviewing budget mid-year and want to pause new requests without removing the wallet entirely.

The wallet card also shows how many people are currently approved to use the wallet and how many requests are pending review.

Inside a Wallet

Click into a wallet to manage it in more detail. The wallet detail view shows:

• The wallet's name and balance.
• The number of approved users.
• The number of open funding requests.
• The number of authorized users (covered below).
• A history of funds moving in and out.

From here, you can transfer funds directly into the wallet, transfer funds out of the wallet to a team, or upload a purchase order to fund the wallet (see Funding Wallets with Purchase Orders).

Authorized Users

Most members access wallet funds by submitting a request and waiting for approval. Authorized users are an exception: they have full access to draw funds from the wallet without going through the request flow.

Authorize someone only when you want them to bypass the approval process entirely. A common case is a co-administrator who manages funding alongside you and needs the same level of access. Use this sparingly — the request flow is the main quality-control mechanism of the enterprise account, and authorized users sit outside it.

How Members Select a Wallet

When a member submits a funding request, they now choose which wallet the request draws from.

By default, members see the wallets they've created and the wallets they've been granted access to. If they have access to many wallets, they can search by name. Members typically know in advance which wallet they should be requesting from — for example, a researcher in the computer science department requesting from the computer science wallet — so the search is a quick way to pull up the right one rather than scrolling.

Once a wallet is selected, the rest of the request flow is the same as before. The request goes to that wallet's owner, who can approve, modify, or reject it.