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How to generate a spending card monthly statement

Updated over a week ago

Goal:

  • The following article outlines how to create a monthly statement

  • Where to find a monthly statement

  • How to export spending card data

The following article outlines generating a monthly Spending card statement in Procurify. Only Spending card admins can generate a monthly statement. Learn how to assign spending card admin access.


Steps:

The following steps outline how to download a monthly statement in an CSV file:

  1. Navigate to Spending Card β†’ Reconciliation.

  2. Click Filters

    to select the applicable date range. Ensure the the relevant transactions are displayed below.

  3. Click Export CSV then click View Requested CSVs.

  4. Click Download next to the top Transaction Export

Success! You've exported spending card transactions from Procurify in excel format. Learn how to import bank transactions into Quickbooks Online.

The following steps outline how to download a monthly statement in PDF format:

  1. Navigate to Spending Card β†’ Reconciliation.

  2. On the top right, Use the Select monthly statements drop-down to select a month

  3. Click Download

Success! You've downloaded the monthly statement.

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Additional Information:

  • It is not possible to export receipts

  • The first statement will be available one month after their first transaction (on the 1st of that following month)

Payment services are provided in the UK by Airwallex (UK) Limited, an electronic money institution authorised by the Financial Conduct Authority with registration number 900876.
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