Goal:
The following article outlines how to create a monthly statement
Where to find a monthly statement
How to export spending card data
The following article outlines generating a monthly Spending card statement in Procurify. Only Spending card admins can generate a monthly statement. Learn how to assign spending card admin access.
Steps:
The following steps outline how to download a monthly statement in an CSV file:
Navigate to Spending Card → Reconciliation.
Click Filters
to select the applicable date range. Ensure the the relevant transactions are displayed below.
Click Export CSV then click View Requested CSVs.
Click Download next to the top Transaction Export
Success! You've exported spending card transactions from Procurify in excel format. Learn how to import bank transactions into Quickbooks Online.
The following steps outline how to download a monthly statement in PDF format:
Navigate to Spending Card → Reconciliation.
On the top right, Use the Select monthly statements drop-down to select a month
Click Download
Success! You've downloaded the monthly statement.
Additional Information:
It is not possible to export receipts
The first statement will be available one month after their first transaction (on the 1st of that following month)
Spending card is only available to all US customers with a US bank account
The spending card program's issuer is Celtic Bank, a Utah-chartered Industrial Bank (Member FDIC). The card type is a Visa Commercial Credit card.