Transaction Filters and Tags
The search bar at the top left of the Transactions page allows you to search for specific transactions. Any match to your search query (merchant name, tag, card user, etc.) will display as a result.
Select the calendar icon at the top of the screen to set a custom start and end date for transaction results within that date range.
Settled - Transactions that are complete and the amounts of those transactions are final.
Pending - Transactions that have been authorized, but the amount of the transaction may change once it is settled (e.g. restaurant bills where the tip is later added).
Declined - Transactions that were unsuccessful purchase attempts, so no money movement occurred. This allows you to monitor where your employees are trying to spend money.
Loads - Completed deposits to fund your PCard+ account balance
Search for transactions within a set range or transactions equal to a specific amount.
Choose a card or search by card name.
Search tagged transactions by selecting a tag or first searching for a specific tag.
Note: You must have already tagged transactions to be able to filter by tag.
Filtering by category allows you to locate transactions made in a certain spend category.
You can filter transactions based on activity that occurred on cards assigned to a specific Department.
Choose to view transactions that have a receipt attached or not.
Once your transactions have been tagged, you’ll be able to quickly view transactions by specific custom tags, create reports, and drill down on how your expenses are organized.
Creating and Tagging Transactions
Tags can be created by Business Owners and Admins with Full Access permissions to the Transactions section. There are two ways to create and tag your transactions:
Tag Settings Method: Click on Tag Settings from the Profile drop-down menu > + Add Tag > Enter tag name > Submit.
Transactions Tab Method: When a user clicks on any transaction from the Transactions tab, the Tags field on the screen allows for free form text to be entered. If no existing tag matches the text entered, hitting the Enter/Return key on your keyboard will then create a new tag.