Users with the Manage Cards user permission can view all cardholders' transactions at any time via the ExpenseIn web portal.
To view all cardholder transactions, follow the steps below:
1. Go to the Cards module and click Manage.
2. In the Transactions section, click the Transactions subheading.
3. A list will display all transactions incurred by your cardholders.
Note: You can use the Filter options available to help filter the transactions.
4. To view the details of a transaction, click the eye icon against the transaction, and a pop-up window will appear with the transaction details.
5. Click Close to finish viewing the transaction details.
Additional Information
If you'd like to export your cardholder transactions, you can click the Export button (found at the top right of the page).
Note:
The Export Fields in the exported file cannot be changed. The fields include: Date, Amount, Merchant, Cardholder Name, Transaction ID, Local Amount, Local Currency, Card Last 4 Digits, Merchant Category Code, Merchant Category, FX Fee Applies, Cross Border Fee Applies.
At the time of the export, only transactions displayed on screen will be exported, so you must ensure you have the correct filters applied.