Users with the Manage Cards user permission can view the Balance Transactions report within the Reports section of the Cards module at any time.
The Balance Transactions report provides a running balance of transactions that have been made across all ExpenseIn Cards on your account. This report is primarily used to review the Closing Balance on a given date.
To view the Balance Transactions report, follow the steps below:
1. Go to the Cards module and click Manage.
2. In the Reports section, click the Balance Transactions subheading.
3. Select the relevant Date range from the date picker.
Note: This will enable you to view the opening and closing balance for the selected period under the Account Balance column in the report.
4. Click the View Report button.
5. The Balance Transactions report will display all the transactions that have been completed for the selected date range.
Note:
Transactions made within the past 24 hours may not be visible. Instead, you can view your cardholders' authorisations and transactions in the Transactions section to view this information in real time.
If required, you can export the report by clicking the Export button in the top right corner of the screen.
