- The following article outlines how to create a monthly statement
- Where to find a monthly statement
The following article outlines how to generate a Spending Card monthly statement in Procurify. Only Spending Card admins can generate a monthly statement. Learn how to assign Spending Card admin access.
The following steps outline how to download a monthly statement in excel file:
- On the left-hand navigation bar, select SPENDING CARD.
- Select RECONCILE TRANSACTIONS.
- On the top right-hand side of the screen select the drop-down field Select monthly statements.
- Select the monthly statement you'd like to download from the drop-down list and select the DOWNLOAD button.
The following steps outline how to download a monthly statement in PDF format:
- In Procurify, select the SPENDING CARD tab on the left-hand tab.
- Select RECONCILE TRANSACTION.
- Click the Select monthly statement from the drop-down tab on the right-hand side of the screen.
- Select the Download button once a month has been selected.
Success! You've downloaded the monthly statement.
- The first statement will be available 1 month after their first transaction (on the 1st of that following month)
- Spending Card is in beta and 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