Users with the 'Finance Administrator' and/or 'Account Administrator' permission can view the movement of funds into and out of the Card Issuing and Outbound Payments financial account balances at any time via the ExpenseIn web portal.
To view fund transfers, follow the steps below:
1. Click the Account Name > Financial Accounts.
2. By default, you'll be taken to the Financial Accounts page, where you can view your financial accounts.
3. In the Accounts section, click Actions next to the relevant financial account balance, then select Fund Transfers from the drop-down.
4. A list of all funds transferred into and out of the selected financial account balance will be displayed.
Note:
You can use the Filter option to view fund transfers within a specific date range.
To view the history of a fund transfer, click the three dots icon and select View History from the drop-down.
