Sorting transactions may not be available, but you can easily filter transactions to find what you need. Our filtering feature allows you to refine transactions based on card number, transaction type, and transaction status for a more customized view.
Transaction Types Available for Filtering:
You can filter transactions by the following types:
• Card Purchase
• Card Refund
• Currency Conversion
• Fee
• Inbound Transfer
• Inbound Transfer Reversal
• Load
• Outbound Transfer
• Pre-Authorized Debit
• Pre-Authorized Debit Reversal
• Reward
How to Filter Transactions:
Step 1: Log into Vault
Step 2: From the side menu bar, select "Transactions"
Step 3: Select "Filters"
Who Can Use The Filter Transactions Feature?
Only users with “Owner” or “Admin” roles can view the company’s historical transactions and apply filters.