View and Maintain Customer Accounts

Updated: 2026-08-25

1. Scenario

Account List is used to review each customer's current balance, credit limit, and warning amount, then continue with recharge, recharge history, account updates, and batch limit changes.

2. Open the Page

Menu path: GWMS-Customer Management-Account List

Legend: 1. Account List entry; 2. filter area; 3. recharge and batch adjustment entries; 4. account list; 5. row action entries.

3. Submit a Recharge

Click Add Funds above the list or Add Funds in one row to open the Account Funding dialog.

Legend: 1. Click Add Funds; 2. fill in recharge information; 3. upload payment receipts; 4. click Confirm to submit.

• If you open it from the top button, you need to choose the customer and currency yourself.
• If you open it from a row action, GWMS brings in the current customer and currency automatically.

You can upload up to 5 payment receipts, and each file must not exceed 2 MB.

After submission, GWMS shows Funding request submitted; pending review. The record then goes to GWMS-Customer Management-Funding Review, and the amount is posted only after approval.

If the customer does not yet have an account in the selected currency, GWMS creates that currency account first and then creates the recharge record.

4. View Recharge Records

Click Funding Records in the row to review the recharge history for that account.

Focus on three things:

• Review status
• Actual amount received
• Review remarks or payment receipt

Legend: 1. Open the funding records dialog; 2. review recharge amount, actual amount received, and review status; 3. close the dialog.

5. Modify an Account

Click Edit in the row to open Edit Customer Account.

You can adjust:

• Warning amount
• Credit limit
• Credit validity period

Legend: 1. Open the Edit Customer Account dialog; 2. adjust warning amount, credit limit, and credit validity period; 3. click Confirm to save.

After saving, GWMS shows Updated successfully.

6. Batch Adjust Credit Limits

Open Batch Adjust Accounts, then click Batch Adjust Credit Limit.

Legend: 1. Open Batch Adjust Accounts; 2. open the credit limit batch adjustment dialog; 3. fill in the credit limit and validity time; 4. click Confirm to submit.

Rules:

• If accounts are selected, only the selected accounts are updated.
• If no account is selected, update by currency scope, or choose All currencies.

If the credit limit should have no expiration, select Long-term Valid.

7. Batch Adjust Warning Amount

Open Batch Adjust Accounts, then click Batch Adjust Warning Limit.

Legend: 1. Open Batch Adjust Accounts; 2. open the warning amount batch adjustment dialog; 3. fill in the warning amount; 4. click Confirm to submit.

Rules:

• If accounts are selected, only the selected accounts are updated.
• If no account is selected, update by currency scope, or choose All currencies.

After submission, GWMS shows Adjustment Successful.

8. Additional Notes

8.1 What this page is best for

• Account Balance shows the amount already posted.
• Credit Limit shows the validity time. If there is no validity time, it is treated as long-term valid.
• Warning Amount is only a reminder threshold and does not change the balance.

8.2 Difference between Edit and Batch Adjust

• Edit changes one account only.
• Batch Adjust Credit Limit can update both the credit limit and its validity time.
• Batch Adjust Warning Limit changes only the warning amount and does not affect the credit limit.

8.3 Relationship between Recharge and Audit

Account List is only used to submit recharge requests and review funding records.

The actual posting step happens in GWMS-Customer Management-Funding Review. The usual sequence is:

1. Submit the recharge in Account List.
2. Review it in Funding Review.
3. After approval, return to Account List or Account Transactions to confirm the result.

8.4 Reconciliation Tip

Account List is best for checking the current result.

If you need to trace how the amount changed, continue to GWMS-Customer Management-Account Transactions.

9. FAQ

Q1: Why does the balance not change immediately after recharge submission?

A1: Because the recharge has not been approved yet. The amount is posted only after GWMS-Customer Management-Funding Review approves it.

Q2: How is the credit limit shown after the validity time is cleared?

A2: GWMS treats it as long-term valid, so the list no longer shows an expiration time.

Q3: Do I have to select accounts before a batch adjustment?

A3: Not necessarily. If accounts are selected, only those accounts are updated. If no account is selected, GWMS updates accounts by the selected currency scope.

Q4: Where can I review previous recharges for one account?

A4: Click Funding Records in the target row on the Account List page.