See every card purchase, filter it, and open any transaction for full details.
On the web
- Go to Cards and open a card. Its transactions appear in the panel next to the card.
- Narrow the list with the status dropdown (Approved, Declined, Pending, Settled), the search box, or the date range (defaults to the last 30 days). Use Filter for merchant, category, status, and type.
- Switch between Grid, List, and Table views using the buttons at the top right.
To see activity across all your cards, go to Cards → Transactions. For a statement-style view, set your date range there and switch to Table view.
Transaction details
Click any transaction to open its detail view, where you can:
- Review the merchant, amount, date, and status
- Edit accounting details (category, GL account, department, cost center, location) with Edit
- Attach or view a receipt
- Request an exception if the transaction broke a policy
On mobile
Open Card Transactions to see purchases grouped by day, each showing the merchant, amount, status, and a receipt indicator. Tap any row for details.
Note: Amounts show in ₹ (India) or $ (US) based on your card's region.
Comments
0 comments
Please sign in to leave a comment.