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How do I keep two facilities straight in one account?

Holding more than one facility — say a Flex line and a Slice for a specific cost — is common. A few habits keep them clearly separated so payments, statements and figures never get muddled.

Keep them distinct

  • Give each facility a clear label or reference in the portal so they’re instantly recognisable.
  • Note which paying account and payment date belongs to each.
  • Download statements per facility, and file them separately in your records.

Reading the account

Your dashboard shows each facility’s balance and status side by side. Statements are per facility, so figures never mix. When you overpay, direct it to the facility you mean — the portal lets you choose. Keeping each one’s cost proportionate to what it funds keeps the whole account healthy and easy to explain to your board or accountant.

Your facility is priced with simple interest and the figures fixed up front on your Key Information Sheet, so nothing here changes what you owe by surprise — it only changes how you view, manage or evidence it.

See also: Managing multiple facilities in one account, Managing multiple facilities in your account, How to close a facility but keep your login.

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