How can I view my transactions?

Learn all about how to see your past purchases and payments made on your account.

This article contains information for Caxton Business Expense Management, covering tools and features relevant to businesses and their employees. For personal Caxton Travel Card go here.

How to see you card transactions

Step 1: Navigate to transactions via Reporting > Card Transactions

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Step 2: Scroll down, edit the filter and switch between cleared and pending

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Step 3: View your transactions and click the dropdown for Export

Please note: You can now import your transactions to your accounting software. Learn more about compatibility with QuickBooks and Xero below.

How to export transactions to QuickBooks

We have partnered with QuickBooks to improve your reporting and enable you to better manage your corporate card expenses. In addition to more filters, you can now import mass transactions into QuickBooks - helping you save time and reduce costs.

You can now simply:

Filter and export your card transactions into a Quickbooks CSV file - we have ensured the file is formatted to be accepted by QuickBooks import
Log in to your QuickBooks account online and import the saved CSV file.

QuickBooks is an accounting software program used to manage sales and expenses and keep track of daily business transactions. You can use it to invoice customers, pay bills, generate reports for planning and tax filling and more.

Note: You can carry out the same process to import your transactions into Xero.

That's it. You should be able to view your previous card transactions now and/or do a simple import to QuickBooks.

Still need support? Get in touch with our customer support team here. Or perhaps you would like access to our platform, please speak to one of our dedicated sales representatives to open an account today here.