Transactions

Banking > Transactions lists the transactions on your company’s Every accounts and cards. Company Admins and Bookkeepers can use it once your company has finished onboarding. Employees see their own card spend under My transactions.

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Find a transaction

The page has two tabs: Each row shows the Date, To/From, Balance, Payment method, Account, Category, Receipt, Status and Amount. Use the filters to narrow the list by card, To/From, Payment Method, date, amount, Direction (credit or debit) or Status. To recategorize a transaction, pick a new Category in its row, or right-click the row and choose Change category. To change several at once, select their rows and choose Assign category. Payroll transactions can’t be recategorized.

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Transaction details

Select a transaction to open its details: the amount, who it was to or from, the date, and information such as the card, payment type, payment status and account.

• If the transaction needs a receipt, it’s marked Missing information. Upload a PDF or image under Receipt, and describe the purchase in What is this purchase for?
• If your company uses transaction policies, the details list each thing the policy asks for and whether it has been added.
• If a receipt is already attached, you can download it from the same section.

If your company syncs transactions to QuickBooks, some transactions also show Accounting details with the QuickBooks vendor, category and department, and the sync status.

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Download

The Download menu has Download CSV, along with your bank letter, wire instructions and statements. Download CSV builds a report of the transactions that match your current filters. Select Generate report, and Every emails you a download link when it’s ready.

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Upload receipts in bulk

If your company has bulk receipt upload, you’ll see Upload receipts at the top of the page. It lets you match a batch of receipts to transactions in one go.

1. Select Upload receipts, then drop your files in or choose them.
2. Every uploads each file and looks for the transaction it belongs to. Receipts are grouped by where they stand:

   Group	What it means
   Needs review	No match was found. Select the receipt, then Assign to transaction and pick one
   Failed	The upload or save didn’t work. Retry it or remove it
   Uploading	Still uploading or being matched
   Matched	Linked to a transaction, either Auto-matched or Assigned by you. Select Change transaction to pick another

3. For a matched receipt, you can add Notes to give context for the transaction.
4. Select Done to save. If a matched transaction already has a receipt, Every asks before replacing it.

Use Previous and Next to move between receipts.