Business Admin User Guide_Company Use

Admin User Guide

2. The Transaction Report page is displayed. All accounts that you have access to will be displayed. You can use the search fields to filter the data.

3. Click the Generate icon to generate the transaction report.

The table below describes the search elements available on the Transaction Report page:

Element

Description

Enter the full 16-digits or the last 4

Account

Select the statement date from the drop-down list

Statement Date

Select the source from the drop-down list: eZCard / Online / Other

Record Source

Select the total amount option from the drop-down list: Equal to / Between / Higher than / Lower than Once an option is selected, amount field(s) are displayed. Select the time period for the transactions that you want to view. The options available in the drop- down list are: Equal To / Between / After / Before

Total Amount

Time Period

The table below describes the columns available on the Transaction Report page:

Element

Description

Displays the cardholder’s name.

Cardholder Name

The first 6 digits and the last 4 digits of the account number.

Account #

The posting date of the transaction.

Posting Date

The transaction date.

Transaction Date

The transaction reference number. Total amount of the transaction.

Reference Number

Total Amount

© 2018 Fidelity National Information Services, Inc and its subsidiaries. All rights reserved worldwide. This document is protected as a trade secret and under the copyright laws as the property of Fidelity National Information Services, Inc. Copying, reproduction, or distribution to third parties is strictly prohibited. Admin User Guide v1 Downloading the Transactions Report You can download the search results to the following formats and financial software programs: ➢ Excel/Spreadsheet (.csv) format ➢ Excel ➢ Text (tab spacing) format

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