View Transactions

How to View Transactions from an Imported File

1. Open the Transaction Manager
   Navigate to the Transaction Manager module at the top of the window. 
   
2. Select the Template
   In the workspace, select the Template name associated with the imported transactions. 
   
   
   You can either double-click the template or click the View Imports option from the left-side navigation menu.
   
3. View Imported Files
   This will display all the files imported through the selected Template.
   
4. Select the Imported File
   Choose the specific imported file name from the list
   
5. View Transactions
   Click on the View Transactions option from the left side navigation menu.
   

The Workspace will now display the list of transactions from the imported file. The list includes the following details:

• User Name: Cardholder name
• User identifier
• Date Incurred: Date when the expense occurred
• Posted Date: Date when the transaction was posted by the financial institution
• Vendor: Vendor where this expense occurred
• Receipt Total
• Transaction Type

Watch the video below about Viewing Transactions.