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Viewing a card's details and transactions in the app

View a card’s secure details in the app (card number, expiry etc) as well as status, limits and recent transactions, and (if permitted) select from quick options such as Freeze or Cancel.

Who can view a card’s details?

Cardholders can only view their own cards’ details in the app. Admins can view all cards’ details in the desktop app.

Finding a card’s details

Select a card from the cards list to view the details of that card and its transactions.

What does the card details screen show?

Card detail 2

  • A visual representation of the virtual card with a masked card number and cardholder name. Active cards are yellow. Any cards that are frozen, cancelled, expired etc will show as grey with a message indicating their status.
  • Limit bar: see how much of the card’s limit has been used and what is available
  • Quick actions:
    • Freeze: Tap to temporarily freeze the card so it can’t be used. You may want to do this if you believe the card’s details have been compromised. You can un-freeze at any time if you froze the card.
    • Details: Tap to view the card’s secure details: Full PAN (the long 16-digit number), expiry date, security code required for making payments, and the billing address. Viewing the details will require an MFA authorisation. You can copy these details to your phone’s clipboard to enter into merchant sites if making an online purchase on your phone.
    • Settings: Tap to view the card’s status, activation/deactivation dates, limits and any spend rules that have been set up.

Viewing card transactions

The card details screen shows a few recent transactions at the bottom – tap a transaction to view its details. To view all transactions on the card in view, select ‘See all’.

Card transactions 2

The Transactions list shows recent activity for the card, newest first. You’ll typically see: Merchant, Amount, and Status (e.g., Pending, Complete, Declined, Expired, Refund, Credit). You’ll also see a red receipt icon if a transaction is missing a receipt.

Tap a transaction to view more details:

You’ll see: the Receipt status at the top, along with the merchant name, amount, date/time, the type of transaction (payment, refund etc) and its status (Pending, Complete, Declined, Expired, Refund, Credit) and the card used. There’s also a transaction ID which may be useful if talking to our support team about a problem.

Receipt statuses:

ACCEPTED – A receipt has been uploaded by the cardholder, reviewed and accepted by a card admin

PENDING REVIEW – A receipt has been uploaded by the cardholder and is waiting for review by a card admin

MISSING RECEIPT – A receipt is yet to be uploaded to the card payment.

Viewing ALL card transactions

ALL trx 2

Navigate to the main cards list (select ‘Cards’ in the bar at the bottom) and select ‘All Transactions’ at the top to view all transactions across all your cards. The list shows the same details as above, but across all cards. Pull down to refresh the list.

Searching the list

Use the search box to find a transaction by the merchant or the amount.

Filtering the list

Use the filters along the top of the list to filter the view by the various receipt: All, Missing Receipt, Pending Review and Accepted.

You can also select the filter icon next to the search box to access more filtering options: Card, Payment type (pending, completed, declined, refunded, reverted, credit pending, credited, card check).