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      How to Review Transactions on Keep

      The Transactions page in your Keep dashboard provides a comprehensive view of all your financial activities, including purchases, refunds, payments, and chargebacks. This guide will help you navigate the Transactions page and utilize its features to manage your financial records effectively.

      In This Article

      1. What’s on the Transactions Page?
      2. Filtering Transactions

      3. How Pending and Settled Transactions Are Displayed

      4. Exporting Transaction Data
      5. Frequently Asked Questions 
      6. What’s on the Transactions Page?

      What’s on the Transactions Page?

      The Transactions page shows every activity on your account, from purchases to payments. Here’s a quick breakdown of what each column means:

      1. What You Bought: Shows where and when you made a purchase or transaction, helping you track your spending.
      2. Who Made the Purchase: Lists the cardholder or user who made the transaction, making it easy to manage team expenses.
      3. How Much It Cost: Displays the total amount spent, including any currency conversions if applicable.
      4. Points Earned: Shows how many reward points you racked up from each transaction.
      5. Receipts: A small receipt icon indicates if a receipt has been uploaded or matched with the transaction.
      6. Card Used: The last four digits of the card used, handy for quickly checking which card made the purchase.

      If you need a visual reference, check out the example image of the Transactions page below for clarity.


      Filtering Transactions

      The Transactions page includes filters to help you sort and search through your financial activity quickly:

      1. Filter by Card
        Use the Card Filter dropdown to view transactions associated with specific cards. This is helpful for tracking expenses across multiple cards or for specific team members.
      2. Filter by Date
        Select a date range to narrow down transactions based on a specific period. 

      How Pending and Settled Transactions Are Displayed

      When you make a purchase, it will appear in the Pending section at the top of the Transactions page. Pending transactions are those that are still being processed and haven’t cleared yet.

      • Once a transaction is settled, it will no longer appear in Pending.

      • Settled transactions are displayed in a separate table below the Pending section on the same page.

      • The “Pending” section will only show if you currently have transactions still processing. It’s labeled “Pending” in gray at the top of the list.

      Important: Settled transactions become visible in the “Settled” table the day after they have cleared. So if your transaction settled today, you’ll see it as settled starting next day.

      Exporting Transaction Data

      If you need to share your transaction data or analyze it in more detail, you can quickly export it with just a couple of clicks:

      • Export as CSV
        This option downloads your transaction data as a CSV file, perfect for importing into spreadsheets like Excel for custom reports.
      • Export as QuickBooks CSV
        Using QuickBooks for your bookkeeping? Select this option to download a file formatted for QuickBooks, making it easy to sync your transactions with your accounting software.

      Additional Information

      • Review Receipts
        Click on the receipt icon next to a transaction to view or upload a receipt. This helps ensure that all your expenses are properly documented.
      • Points Accumulation
        Check the points column to see how many reward points you’ve earned for each transaction. Remember, points can be redeemed for cash or other benefits. 

      Refer to this Help Center article to learn how to redeem reward points.

      Frequently Asked Questions 

      1. How can I check if my transaction is Settled or Pending?

        If you see a “Pending” section at the top of the Transactions page, those are still being processed. All other transactions listed below are settled. 

      2. What should I do if I can’t find a specific transaction?
        Make sure to use the filters to narrow down your search by card, date range. If the transaction still doesn’t show up, it may take some time for it to appear under Settled.

      3. Why aren’t my settled transactions showing up?
        Settled transactions appear the day after they clear. If you don’t see your transaction immediately after it’s settled, check back tomorrow.

      4. What should I do if a transaction looks incorrect or unfamiliar?                                                                      If a transaction seems unfamiliar or incorrect, click on the receipt icon to view more details. If you still have concerns, reach out to our support team for further assistance.

      Need More Help?

      If you have any questions or need further assistance navigating the Transactions page, please reach out to us at support@trykeep.com.