Transaction history of your company’s Neat cards can be found in multiple places within the Neat dashboard and Neat app, available to both admins and cardholders.
If you are an admin who also has a Neat card, you can view the card’s transaction history in the following places:
Balances section on the Neat dashboard
There are 3 tabs in Balances that will showcase Neat card transactions: Collections, Payments, Pending Payments
Collections: All incoming transactions from Neat cards (ie: Refunds)
Payments: All completed Neat card transactions (ie: Purchase, ATM withdrawals)
Pending Payments: All pending card transactions that have not yet been completed (ie: You just initiated a card purchase that has not yet been completed)
Individual card detail page in the Neat dashboard:
Pending Transactions: All pending card transactions that have not yet been completed (ie: You just initiated a card purchase that has not yet been completed)
Completed Transactions: All card transactions that have been completed
Neat app
If you are a cardholder, but not an admin, you can only view a Neat card’s transaction history in:
Neat app
Comments
0 comments
Please sign in to leave a comment.