As an Admin, you would be able to view and track all the latest corporate credit card transactions that have been assigned to a cardholder. You can view transaction details, filter transactions, and delete or export them.
The Transactions Page
Navigate to the Transactions page by switching to the Organization view.
From the left-hand sidebar, select Corporate Cards and click on Transactions.
The Transactions page shows you a list of all transactions that have taken place for all assigned corporate cards. On the right side of the main tab above the list of transactions, you can view the total, debit, and credit amounts for the transactions.
Total: The total number of transactions present in the list.
Credit Amount: The total amount credited in the present list.
Debit Amount: The total amount debited in the present list.
On the left side of the main tab, you will find the Search bar. The search bar can be used to search for a particular transaction. You can type in details such as card number (last 4 digits), employee name, email ID, date, etc to search for a transaction.
To view brief details of any transaction, click on it. A pop-up box will appear showing the following details:
Expense ID: A unique identification number for the expense
Spend Date: The date on which the transaction was made
Amount: The total amount of the transaction
Purpose: The purpose of the transaction
Category: The category of transaction
Merchant: The merchant to whom the transaction was made
Receipt: If a receipt has been attached
Status: The status of the expense the transaction is linked with
Manage Columns
On the extreme right-hand side of the column headers, you will find a Manage Columns button. The manage columns feature allows you to customize the columns visible for the transactions list. You can choose the required columns to display different details of the transactions.
Filter Transactions
Just above the list of transactions, on the left-hand side, you will find the Filters icon. Using the Filters is an easy way to sort transactions using various conditions.
Delete and Export Transactions
To delete transactions, select the required transactions using the checkboxes. The Delete option will appear on the top right-hand corner of your screen. Click on Delete.
Transactions that are in the Submitted state or above cannot be deleted since they have been submitted for approval. If transactions are in the Incomplete or Complete state they can be deleted using these steps.
A pop-up box will appear to confirm your delete action, click on the Yes, Delete Transactions button to proceed.
NOTE: The expenses that are automatically created for the transactions will also be deleted along with the transaction if they haven't been submitted for approval.
To export transactions in an Excel or CSV format, select the transactions using the checkboxes. The Export option will appear on the top right corner of your screen, beside the Delete button. Click on Export.
A pop-up box will appear, select your required format. If you wish to share the export toggle Share Export to Yes and enter the required email ID. Click on Next to proceed.
You can customize the columns you wish to export using the checkboxes.
If you wish to customize the export file further, you can use Advanced Settings.
Once you have made the customizations, click on Export.
The export file will be sent to your official email ID.
Note: Kindly allow a few minutes for the export to show in your email. If you do not receive mail in your inbox, check your Junk/Spam folder as it may have been redirected there.
This completes the overview of the Transactions page for corporate credit cards.
To learn more about Manage Columns and Filters features, click here.
To learn more about how to assign corporate cards to employees, click here.