Overview
PaymentNet allows you to download your transactions in CSV format. This way, you can easily import the CSV file into your accounting or expense software of choice.
Note: the CSV export is only available on web.
To download your transactions:
- Navigate to Card Transactions
- You will see a list of all transactions from cards associated with your account. If you want to see your own transactions only, you can toggle on the “Your Transactions” filter.
- Apply any filters you want.
Note: Any filters you have currently placed on your transactions list will be applied to the downloaded file. -
In the top right corner of the transactions list, click the download icon
- Un-select any columns you wish to remove from the download.
- If you wish to download all attachments, check the “Include attachments…” box.
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Your files (CSV, plus attachments if selected) will appear in your Downloads folder.
Note: If you are having trouble downloading these files, pop-up blockers may be the issue. Allow pop-ups and try again.
If your finance team needs access to download transactions, you can assign them a Bookkeeper role.
For guidance on performing reconciliation, please head over to How Can I Perform Reconciliation?