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.