1. Download all card transactions in one single report with receipts
If you are looking to download all your expense card transactions in one report with previously uploaded receipts, please follow the steps below:
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Go to your Profit dashboard
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Click on "view all transactions"
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On the top left you will see a box that says "all transactions" click in the box that says "All Transactions" and select "card" (as shown below)
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On the right side of your screen, select the blue "Download Transactions" button
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Click on "Select date range" or "Select transactions" (based on the report you are looking to download)
- If you select by date range, select the specific dates that you are looking for and select "download". The file will automatically be saved to your device.
- If you select by transactions, you can select the specific transactions you want the report to include by selecting them on the left hand side (as shown below). Once done, select "Export Transactions" and the file will be automatically downloaded to your device.
PS: Your report will be downloaded with a column that includes the URLs of the receipts that have been uploaded by each cardholder.
2. Download individual card transactions in separate reports with receipts
- Go to your Profit dashboard
- Click on all "Expense Cards"
- Select the specific expense card that you are looking to download transactions for
- Scroll down until you are can see all the card transactions
- Select the blue button that says "Download Transactions"
- Select by date range or specific transactions (follow step #5 onwards from section 1 above)
PS: Your report(s) will be downloaded with a column that includes the URLs of the receipts that have been uploaded by each cardholder.
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