Finding and filtering cards and transactions

Searching for a Business Card

To find a specific card by name or reference:

1. Log in to the Business Portal.
2. Go to Business Expenses.

3. Use the search bar to find a card by name or reference.

    

Filtering cards by status

From the same Business Expenses screen, use the status filter to show only cards that are, for example, active, frozen or cancelled. This is useful when you want to see, at a glance, which cards are currently in use.

Viewing all transactions

To see the bigger picture, select View Transactions from the Business Expenses screen. This shows every transaction made across all Business Cards, rather than one card at a time.

Filtering transactions

If you're looking at a specific card's transaction list, use the filter options to narrow results by status or transaction type. This is the quickest way to find, for example, all declined transactions or all purchases within a certain category.