Good morning! My General Manager has oversight over the spend of our cardholders, and with our previous credit card provider, the monthly statement came out broken out by cardholder, so not only did she see the individual transactions by each cardholder, it had the total for the month for each person. I realize that we can download a csv. file and organize that by cardholder, but there is potential for changing transactions in that format where a pdf. feels more ‘secure’. I realize this probably wouldn’t work for a company with a lot of cardholders, but we only have about 10. Is there a way to either customize the statement ourselves, get it as an option, or have a custom report built that way? Thanks! Mark
Good morning, Mark! Great to hear from you & understand where you’re coming from here.
Currently, you can filter and sort the data by cardholder (and by statement), download a CSV file, and convert the CSV to a PDF for a more secure format. Would this solve the issue? If it doesn’t, I’m happy to pass along your suggestion of custom report building to our Product team.
Best,
Charlotte