Export transactions from the Admin Dashboard for your end-of-month finance recon.
Below are some glossaries for your reference:
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.
Login to the Admin Dashboard. Click into Transactions,
Locate the download button and select the date range desired.
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.