Easily access detailed information for any transaction.
Who can use this feature
- Owner (can view the details of any transaction)
- Admin (can view the details of any transaction)
- Member (can view the details of their transactions)
Step-by-Step guide
- Click on the transaction you want to view.
- The transaction details will open, displaying the following information:
- Amount
- Date and time
- Transaction status (e.g., pending, posted)
- Merchant name
- Category
- Transaction type (e.g., Purchase, Chargeback, Fee, Interest, Reward)
- Credit card used
- Rewards earned (Visible only to Owners and Admins)
- AutoPay rewards earned (Visible only to Owners and Admins)
- Uploaded receipts or invoices
- Shared Note