The Transactions tab allows you to filter your transactions for better visibility and to facilitate easy reconciliation.
To filter transactions:
- Select Card Transactions from the navigation
- Use the filters to narrow or expand your list of transactions
- Click the Filter button the top right corner above your transactions list.
- Select the criteria you wish to filter by.
You can filter by:
- Date Type: Choose between viewing transaction date and clear date.
- Amount Range: The cleared amount range for the transactions you are looking to view.
- Transaction Status: The status of the transaction (Pending, Cleared, Declined, Reversal)
- Expense Category Status (if applicable):The status of expense categories for that transaction (attached or missing).
- Expense Categories (if applicable): Select from the coded expense category values.
- Transaction Origin (if applicable): Whether the transaction originated from a physical card, virtual card, or other (i.e. fees)
- Receipt Status: Shows whether the receipt is Attached or Missing based on your org’s Receipt Rules
- Card User: Name of the user who performed the card transaction.
- Accounts (if applicable): The name given to the RCN account in Extend by the RCN Holder
- Merchant category: The type of merchant associated with the transaction (e.g. Airline, Entertainment, Associations, Automobiles
Filtered results
When you click on any of the above filters, they will be applied immediately.
If you choose to download your transactions after applying your filters, you can do so and your filters will remain applied to the resulting CSV download. For more information on downloading transactions, head over to Downloading Transactions.