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  1. Credit Card Reconciliation
  • December 22, 2022 21:32
  • Updated

How to export credit card transactions

Goal:

  • Get a list of all credit card transactions in Procurify. 

 

Steps:

There are different export types you can use to download credit card transactions. 

Purchase Orders

  1. Navigate to Settings. 

  2. Go to Export Data. 

  3. Select Prepare CSV across Purchase Order Items. 

  4. Adjust the Date Created as needed. 

  5. Select your Format Type. Note that we need to make sure that the Payment Method is selected if you have a custom Format type. 

  6. Select Export CSV. 

  7. Open the downloaded file, filter by Payment Method, and select the credit card name(s) you added in your domain. 

Bills

  1. Navigate to Settings. 

  2. Go to Export Data. 

  3. Select Prepare CSV across Bills. 

  4. Adjust the conditions as needed. 

  5. Select your Format Type. Note that we need to make sure that the Vendor is selected if you have a custom Format type.  

  6. Select Export CSV. 

  7. Open the downloaded file, filter by Vendor, and select the credit card name(s) you added in your domain. 

Expense

  1. Navigate to Settings. 

  2. Go to Export Data. 

  3. Select Prepare CSV across Expense Report History. 

  4. Adjust the conditions as needed. 

  5. Select your Format Type. Note that we need to make sure that the Payment Method is selected if you have a custom Format type. 

  6. Select Export CSV. 

  7. Open the downloaded file, filter by Payment Method, and select the credit card name(s) you added to your domain.  

 

Additional Information:

  • The user needs permission to Export Data under Settings. 
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