Viewing & Downloading History

How to View and Download Transaction History

Keeping track of your transactions is crucial for managing your virtual card effectively. Our platform provides an easy way to view and monitor your recent transaction history directly from your account dashboard. Additionally, if you need a detailed report of your transaction history, you can request to download it by contacting our support team. This guide explains how to access your transaction history and how to request a downloadable copy for your records.

Viewing Transaction History in Your Account

You can view your recent transactions directly within your platform account. Follow these steps to quickly access and monitor your activity:

Log In to Your Account:

• Start by logging into your account with your email and password. If you have enabled two-factor authentication (2FA), you will also need to enter the verification code sent to your mobile device or email.

Navigate to the Transaction History Section:

Once logged in, go to the Card Management or Transactions section of your dashboard.

Here, you will see a list of all recent transactions associated with your virtual card, including:

• Transaction date and time

• Merchant or service name

• Transaction amount

• Status (completed, pending, or failed)

Filter and Sort Transactions:

• You can filter your transaction history by date range, transaction status, or merchant name to quickly find specific transactions.

• Use sorting options to arrange transactions by date or amount for better visibility into your spending patterns.

Monitor Transaction Status:

Pay close attention to transaction statuses:

• Completed: The payment has been successfully processed.

• Pending: The transaction is awaiting approval or processing.

• Failed: The transaction was declined or not completed.

How to Download Your Transaction History

If you need a downloadable version of your transaction history for record-keeping or financial reporting, you can easily request this via email. Here’s how:

Compose an Email to Support:

• Send an email to [email protected] from the email address associated with your platform account.

Include Necessary Information:

In your email, provide the following details:

• The virtual card number for which you need the transaction history.

• The date range for the transactions you want to download (e.g., last month, last quarter, or a custom period).

• Any additional details, such as the purpose of the request (e.g., for personal records, tax reporting, or financial auditing).

Submit the Request:

• Once the email is composed with all the necessary details, send it to [email protected].

Processing Time:

• After submitting the request, our support team will process your request and prepare your transaction history.

• You can expect to receive the downloadable report within three business days. The report will be sent to your registered email address in a secure format.

Why You Might Need a Downloadable Transaction History

There are several reasons you may need a downloadable copy of your transaction history:

Personal Financial Tracking:

• Keep a record of your spending for budgeting purposes or financial planning.

Tax Reporting:

• For business owners or freelancers, having a record of expenses paid with your virtual card can be useful when preparing tax returns.

Dispute Resolution:

• If you need to dispute a transaction or clarify a payment with a merchant, having a detailed transaction report can help support your case.

Financial Auditing:

• For compliance or auditing purposes, you may need a formal report of all your transactions over a specific period.

Tips for Managing Transaction History

Regular Monitoring:

• Make it a habit to regularly check your transaction history to ensure there are no unauthorized transactions and that all charges are accurate.

Set Up Transaction Alerts:

• Enable notifications for transactions to receive real-time updates on all charges made to your virtual card. This will help you stay informed and detect any unusual activity quickly.

Keep Records for Tax and Legal Purposes:

• If you’re using your virtual card for business purposes or large personal expenses, download and store transaction history reports periodically to stay organized.

Frequently Asked Questions (FAQs)

Can I download my transaction history directly from the platform?

• Currently, to download a detailed transaction history, you need to send a request to [email protected] with your virtual card number and the required date range.

How long does it take to receive my transaction history?

• Once you submit your request, it typically takes up to three business days to receive the report via email.

What format will the transaction history be in?

• The transaction history will be sent in a secure format, such as a PDF or CSV file, depending on your needs.

By following these steps, you can easily view and download your virtual card transaction history, keeping your financial records up to date and accurate.