Wondering how to find and view cardholder transactions? You've come to the right place!
Follow the steps below to view cardholder transactions. Pay attention to the arrows on the pictures for help with where to go within the platform:
Once logged into your account, make sure you are on the dashboard home page. It should look similar to the picture below.
Click into your organization (otherwise known as referral partner).
On this page, you can scroll down to the recipient list and click on the card icon to the right hand side of the cardholders name. If you select this, you will be taken straight to that cardholders transactions.
Alternatively, you can view all cardholder transactions for one program by selecting the "Transaction Reporting" button on the top right of your referral partner page.
Now you are on the transaction reporting page, you will see an overview of current cardholders transaction information.
You can use the filter options to select dates and specific cardholders.
Below the overview and top 10 merchant types you will find a list of individual transactions.
To download the Transaction Report, select "Download PDF" at the top right of the page.
You can also download a CSV of the data by selected the "CSV" button within the "Top 10 Merchant Types."
To view more information on a specific transaction, select the "i" icon on the transaction.
To check for an accurate card balance, you can select the information icon on the latest transaction and read "BALANCE AFTER TRANSACTION'.