To view transactions allocated to users from the Allstar, Visa or Mastercard data feeds, follow the steps below.
Note: Transactions are received based on the settlement date, which means there can be a 2-3 working day delay between transactions occurring and appearing in ExpenseIn.
1. Go to the Finance area.
2. In the Imports and Exports section, select the Card Transactions subheading.
3. Click the Data Feed tab. To search for a specific transaction, use the Filter options available.
Additional Information
If you cannot find the transactions you require, check the Unallocated tab.
You can export your data feed transactions by using the Export button.
If multiple transactions are received in one day for a user they will be grouped. Clicking the user's name will expand the grouped line and show each transaction for that user.
If you need to edit, split or delete any of the delivered transactions, click the three dots icon on the expense line.
