How to generate a spending card monthly statement

The following article outlines how to generate 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 excel file:  

1. On the left-hand navigation bar, select Spending Card. 
2. Select Reconciliation. 
3. On the top right-hand side of the screen, select the drop-down field Select monthly statements and select Export CSV. 
4. Select the monthly statement you'd like to download from the drop-down list and select the Download button. 

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:  

1. In Procurify, select the Spending Card tab on the left-hand tab. 
2. Select Reconciliation. 
3. Click the Select monthly statement from the drop-down tab on the right-hand side of the screen. 
4. Select the Download button once a month has been selected. 

Success! You've downloaded the monthly statement.