How to download transaction statements

Export transactions from the Admin Dashboard for your end-of-month finance recon.

Below are some glossaries for your reference:

Transaction Type
Fund transfer (Debit) = Top-ups to card
Spending = Card Spend
Refund = Transaction refunded back to the card
Withdrawal = ATM withdrawals

Settled = Transaction settled between merchant and VISA
Approved = Transaction made by the USER, not settled yet between merchant and VISA
Voided = Transaction cancelled by user/merchant
Declined = Transaction rejected by the merchant

The below steps show you how to export transactions from the Admin Dashboard. 

Step 1

Login to the Admin Dashboard. Click into Transactions,

Step 2

Locate the download button and select the date range desired.

Step 3

You're done! The file downloaded will be in a Microsoft Excel format.

Need an official PDF statement? You got it! 

Click on Funds tab > Advance Fund Controls

This is only available for May 2023 onwards. 

Note: Official PDF statements are only available on Growth and Plus plan.

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