How do I view card & transaction history?
To view card and transaction history on Devote, the nonprofit expense management and credit card platform, follow these simple steps:
Log in to your Devote account
Once you're logged in, navigate to the "Transactions" tab. You should be able to find this tab easily on the main dashboard or in the navigation menu.
On the Transaction page, you will see a list of all the transactions associated with your account. From the filters you can elect the card for which you want to view the history.
After selecting the card, you will have different filters and search options to refine your search. You can choose a specific time period, merchant or transaction type to narrow down your results.
You will be presented with a detailed transaction history for the selected card. Each transaction will include information such as the date, merchant name, transaction amount, and any associated details.
If you wish to view more details about a specific transaction, simply click on it, and you will be provided with additional information like receipts, notes, and any categorization tags applied.
You also have the option to export your transaction history as a CSV file for record-keeping or further analysis. Look for an "Export" button or similar option on the Card & Transactions page.
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