:Unified account management

What is unified account management?

Unified account management allows an enterprise administrator to query and manage multiple accounts within the enterprise, and to transfer funds between accounts.

Capabilities provided by unified account management

Query the assets of multiple accounts

You can query the following account assets:

• Available balance of accounts: You can query the available balance of accounts in real time.

• Low balance alerts of accounts: You can query the low balance alerts of accounts, the enabling status of alerts, and the alert thresholds.

• Cash balance of accounts: You can query the current cash balance of accounts in real time. The cash balance includes the balance of the transfer book.

• Transfer book balance of accounts: You can query the current book balance of an account (Account A) in real time. The balance of the transfer book is the balance transferred from another account (Account B). The balance can only be used for consumption and cannot be withdrawn or transferred to another account (Account C). However, the balance can be withdrawn by Account B.

• Account coupons: You can query the number of valid coupons for accounts.

Configure low balance alerts for accounts

You can perform the following operations to configure low balance alerts:

• Configure low balance alerts for a single account: Select an account and configure an alert threshold that triggers low balance alerts for the account.

• Configure low balance alerts for multiple accounts: Select multiple accounts and configure an alert rule that triggers low balance alerts for the accounts. The alert threshold applies to all selected accounts.

Configure credit limits for accounts

The credit limit feature allows you to manage the total credit limit of an enterprise. You can use this feature to specify a credit limit for each member account in the enterprise.

You can perform the following operations to configure credit limits:

• Increase a credit limit: You can raise the credit limit of an account based on the current credit limit of the account. The credit limit of a member account cannot exceed the total credit limit of the enterprise.

• Decrease a credit limit: You can reduce the credit limit of an account based on the current credit limit of the account. Make sure that the account balance is greater than 0 after you reduce the credit limit. Otherwise, the account will be stopped due to overdue payments.

Transfer account balance

The account balance transfer feature allows you to transfer and withdraw the cash balance between different accounts. You can perform the following operations to transfer account balance:

• Transfer account balance: You can transfer the cash balance of one account to another account. The transfer book balance can only be used for consumption and cannot be withdrawn or transferred again.

• Withdraw transferred balance: After the balance of Account A is transferred to Account B, you can withdraw the balance from Account B back to Account A. Only the remaining amount in the transfer book of Account B can be withdrawn. The amount already consumed and used by Account B cannot be withdrawn. The funds added by Account B cannot be withdrawn.

Procedure

Log on to the Expenses and Costs console. Go to the Accounts > Account Sharing page. Click the Unified Account Management tab.

Operations

Configure low balance alerts for accounts

Configure low balance alerts for a single account

1. On the Unified Account Management tab, find the account for which you want to configure low balance alerts.

2. In the Low Balance Alert Threshold column, click the icon.

3. In the Set Alert Threshold for Available Credit panel, configure the Threshold parameter and click Enable.

4. Click OK to save the configuration. Then, you can view the updated alert status and latest threshold on the Unified Account Management tab.

Configure low balance alerts for multiple accounts at a time

1. On the Unified Account Management page, select the accounts for which you want to configure low balance alerts.

2. Click Low Balance Alert above the list.

3. In the Batch Set Alert Threshold for Available Credit panel, configure the Threshold parameter and click Enable.

4. Click OK to save the configuration. Then, you can view the updated alert status and latest threshold on the Unified Account Management tab.

Configure credit limits

An enterprise administrator can configure the credit limit required by each member account according to the consumption situation of the account. The following figure shows the process.

1. The account manager submits a credit limit application to Alibaba Cloud for your enterprise.

2. After the first application is submitted, the MA account of your enterprise receives a notification that requires you to confirm the credit limit contract. You need to log on to the Expenses and Costs console by using the MA account, navigate to the Contracts page, find the credit limit contract, and click Confirm. Then, the credit limit takes effect.

3. After the credit limit takes effect, the administrator account can specify credit limits for member accounts.

Procedure

Perform the following operations by using the administrator account:

1. On the Unified Account Management tab, modify the credit limit of a member account or transfer a credit limit. The Credit Limit column shows the credit limit of each account.

   Important

   • Only the administrator account for which Enterprise Account Center is activated can use the account sharing feature to modify the credit limit of each member account.

   • If you have not activated Enterprise Account Center or requested a credit limit, contact your account manager.

2. Click the icon in the Credit Limit column. The Credit Quota Settings panel appears.

   Total Credit Quota: the total credit limit of an enterprise, including the credit limit of the public cloud and the credit limit of the hybrid cloud.

   Total Assigned Quota: the assigned quota. The amount is measured in CNY.

   Available Quota: the available quota. The amount is measured in CNY.

   Assignee: the name of the account.

   Current Credit Limit: the current credit limit of the account.

   Change Credit Limit to: specifies a desired credit limit for the account.

   Available Quota: The value is calculated based on the following formula: Available quota = Cash balance + Credit limit + Credit refund - Monthly uncleared amount - Historical uncleared amount.

3. After you change the credit limit, click OK to transfer the quota to the account.

4. After the credit limit is configured, the system automatically notifies you of the new credit limit by using text messages.

Transfer account balance

The administrator account can transfer and withdraw cash balance between member accounts.

Transfer account balance

1. On the Unified Account Management tab, find the account to which you want to transfer funds and click Transfer in the Operations column.

2. In the Transfer panel, set the Transfer Type parameter to Transfer.

   Important

   • Transferred funds cannot be transferred again.

   • The amount that can be transferred from an account is the smaller value of the current available quota and the cash balance.

3. Select the account from which you want to transfer funds, enter the amount to be transferred, and then click OK.

Withdraw transferred balance

1. On the Unified Account Management tab, find the account from which you want to withdraw funds and click Transfer in the Operations column.

2. In the Transfer panel, set the Transfer Type parameter to Withdraw.

3. Select the account to which you want to withdraw funds, enter the amount to be withdrawn, and then click OK.

Export data

Click the download icon in the upper-right corner of the account list to export the account data displayed on the current page.