View Corporate Card Transactions

Permissions

You will require an Access Role with the following permissions:

• Corporate Card Imports

1. Navigate from the Home page to Administrative Settings | Imports/Exports | Corporate Card Imports.
   
   
2. Click the Transaction Viewer link from the Page Options menu. This page will allow you to audit all of the transactions using the filters available.
   
   
   
   
3. Use the following filters to help refine your search:
   
   

   Filter	Description
   Statement	Select the Corporate Card Statement that you want to filter the transactions by.
   Transaction Type	Select whether you want to display All Transactions or filter by Reconciled/Un-Reconciled transactions. This is particularly useful to find un-reconciled items so that the appropriate claimants can be prompted.
   Employee	Enter an employee to filter the transactions.

   
   

   Tip: For more in depth analysis, export the transaction log into an Excel spreadsheet by clicking Export To Excel, located within the Page Options menu.