Using the Account Detail Drawer

When you click on any funded account in the table, a detail drawer slides in from the right. This drawer contains all information about the account organized into tabs.

Opening the Drawer

Click anywhere on a row in the Funded Accounts table to open that account's detail drawer. The main table remains visible behind the drawer for context.

Drawer Header

At the top of the drawer, you'll see:

  • Account Name — The name you gave this account

  • Status Badge — Active (green), Breached (red), or Cancelled (gray)

  • Close Button (X) — Top right corner to close the drawer

The Tabs

The drawer organizes information into multiple tabs:

Overview Tab

Your starting point with key account information at a glance.

Contains:

  • Account details (prop firm, size, currency, platform)

  • Account number

  • Start date

  • Funding type (Evaluation or Instant)

  • Related challenge (if linked)

  • Tags

  • Quick statistics

Actions available:

  • Edit account information

  • Update status

  • Add/remove tags

Payouts Tab

Track all payouts from this account.

Contains:

  • Payout summary cards (totals, averages, first/last dates)

  • Date range filter for payouts

  • Payouts table listing all recorded payouts

  • Add Payout button

What you can do:

  • Add new payouts

  • Edit existing payouts

  • Change payout status

  • Filter payouts by date range

  • Export payout data

Refunds Tab

Track any refunds received related to this account.

Contains:

  • List of all refunds

  • Dates and amounts

  • Notes for each refund

  • Add Refund button

What you can do:

  • Add new refunds

  • Edit existing refunds

  • Delete refunds if recorded in error

Notes Tab

Free-form notes about this account.

Contains:

  • Text area for account notes

  • Notes are saved automatically

Use for:

  • Strategy notes

  • Important reminders

  • Historical context

  • Anything you want to remember

Events Tab

A timeline of significant events for this account.

Contains:

  • Chronological list of events

  • Event types (status change, payout, etc.)

  • Dates and descriptions

This may include:

  • When the account was created

  • Status changes (Active → Breached)

  • Payouts recorded

  • Other significant events

Editing Account Information

From the Overview tab:

  1. Look for edit icons next to editable fields

  2. Click to enter edit mode

  3. Make your changes

  4. Changes typically save automatically (or click Save)

Editable fields usually include:

  • Account name

  • Account number

  • Tags

  • Notes

  • Status

Non-editable fields:

  • Prop firm (set at creation)

  • Currency (set at creation)

  • Account size (you may be able to edit this in some cases)

  • Related challenge (linked at creation/conversion)

Working with Payouts in the Drawer

The Payouts tab is where you'll spend most of your time. Here's how to work efficiently:

Adding a Payout

  1. Click "Add Payout" button

  2. Enter amount, date, status

  3. Save

Updating Payout Status

  1. Find the payout in the list

  2. Click to edit

  3. Change status (Requested → Approved)

  4. Save

Viewing Payout Totals

The summary cards at the top show:

  • Total lifetime payouts

  • Total for selected period

  • First and last payout dates

  • Average payout size

Filtering Payouts

Use the date range selector to see payouts from specific periods.

Quick Actions

Some drawers include quick action buttons:

  • Add Payout — Jump directly to adding a payout

  • Update Status — Quick status change

  • Archive Account — Move to archive

  • View Related Challenge — Jump to the linked challenge

Look for these in the header area or at the bottom of the Overview tab.

Closing the Drawer

Close the drawer by:

  • Clicking the X button in the top right

  • Clicking outside the drawer (on the dimmed table area)

  • Pressing the Escape key

If you have unsaved changes, you may see a confirmation dialog.

Navigating Between Accounts

Without closing the drawer:

  • Use arrow buttons (if available) to move to the next/previous account

  • Or close the drawer and click on a different account

Using the Drawer for Quick Reviews

The drawer is designed for quick access without navigating to a separate page. Use it to:

  1. Check payout status — Open account, go to Payouts tab, see pending requests

  2. Record a payout — Open, add payout, close

  3. Update status — Open, change status, close

  4. Add notes — Open, write note, close

Most tasks take just a few clicks.

Drawer on Mobile

On smaller screens, the drawer may take up the full width. Navigation and functionality remain the same, just with adjusted layout.

Next: Filtering and Organizing Accounts →