• User: Attach Transaction Receipt

  Attaching a receipt to a transaction helps ensure that all expenses are documented and easily traceable. This process allows you to directly attach relevant files, such as invoices or receipts, to the transaction record. Click on the "Transactions" tab Choose the specific transaction you want to attach a receipt to. Click on "Upload" or "Edit" in the attachments box. Upload the receipt or relevant file from your device.Popular

• Account Admin: Export User Transactions

  Exporting user transactions allows you to review and analyze transaction data in detail. Click on the "Transactions" tab. Click on "Filter" in the top right corner to filter transactions by dates. Select "User" and choose the user whose transactions you want to view: From the dropdown menu, select "User" and then choose the specific user whose transactions you want to export. To add more filters, click the "+" sign next to "Filter": If needed, click the "+" sign to apply adFew readers

• User: Card Decline Issue

  Exporting declined transactions helps you review and analyze transactions that were not approved. Click on the "Transactions" tab. Go to the "Export" tab. Click on "Filter" in the top right corner. Click the down arrow next to "Show Results." Select "Status" and choose "Declined." Click on "Export." Check the following to understand why the card was declined: Ensure the declined card has sufficient balance. Confirm the card details entered are correct. Try uFew readers

• User: Splitting a Transaction

  Transaction splitting is a useful feature that allows you to divide a single expense into multiple parts. This is especially helpful for distributing shared costs among different departments or budget categories. Go to Transactions. Select "Split Transaction." Enter the split details. Save. Note:Few readers

• Account Admin: Wallet Statement

  By exporting a wallet-level statement, you can review all transactions for all employee cards, as well as view the total deposits to wallets and total expenditures during the month. Log in to your account Go to Wallets Click on Export Statement Select the month for which you want to export the statement Click ExportFew readers

• User: Export Card Statement

  Downloading your card statement is a simple process that allows you to review and manage your card transactions over a specified period. Click on My Cards Click on All Cards Select the card you want to export the statement for Click on Statement Choose the time period Click on Download to save the statement to your deviceFew readers

• Account Admin: Filtering Transactions

  The transaction filtering feature allows you to view and manage specific sets of transactions based on various criteria. This feature is essential for analyzing spending patterns, tracking expenses, and ensuring the accuracy of financial records. Go to Transactions. Click on Filter. Select filtering criteria (such as user, department, receipt, tag, type, status, or amount.) View the filtered transactioFew readers

• User: Card Acceptance Issues

  Card Acceptance Issues Sometimes a card transaction may be declined, even when you have enough balance. Common reasons include: Insufficient balance: Not enough funds on the card. Merchant restrictions: Some merchants or platforms do not accept prepaid or corporate cards. Country restrictions: Certain transactions may be blocked depending on the merchant’s country or regulatory rules. Blocked transaction type: For security or policy reasons, some categories ofFew readers

• User: Categorizing Transactions

  Tagging transactions is an effective way to categorize and manage your spending, making it easier to track expenses and analyze your financial behavior. Go to My Cards. Click on All Cards to view all your cards. Open the Expenses section to track spending. Select a Transaction to review its details. Use Select Category to tag and organize the transaction for better tracking and management.Few readers

• User: Add a Transaction Description

  Adding descriptions to transactions is an important step to maintain clear and organized financial records. Detailed descriptions help you track your spending, make it easier to identify transactions, and provide context for future reference. Go to My Cards. Select All Cards to view all your cards. Click on Transaction to see expenses linked to the card. Add or update the Transaction Description. Click Save to store the changes.Few readers

• Classifications (Tags and Departments)

  List of tags you can choose from:Few readers

• User: Attaching an Invoice

  Attaching invoices to your transactions or records is essential for accurate documentation and efficient financial management. Go to My Cards. Select All Cards to view the list of your cards. Click Transaction to view the related transactions. Choose Upload Attachment to add a file. Click Add to begin the upload process. Select the file type from your device. Click Upload to attach the file to the transaction.Few readers