Reports

Request an invoice
You can request an invoice in 1 of 2 ways. Option 1: Request invoice from your dashboard 1. From your dashboard, find the “Account Highlights” widget. ...
Thu, Dec 26, 2019 at 6:02 AM
Find your account balance
You can find your account balance in one of two ways. Option 1: On your dashboard 1. On your dashboard, find the “Account Highlights” widget. ...
Thu, Dec 26, 2019 at 6:03 AM
Review manager usage
1. From your dashboard, navigate to the sidebar and click “Reports” to reveal additional menu options. 2. Click “Usage Data”.  3. By defau...
Thu, Dec 26, 2019 at 6:01 AM
Download the spend report
1. From your dashboard, click “Reports” to reveal additional menu options. 2. Select “Accounting”. 3. Click the purple “Spend Report” butt...
Thu, Dec 26, 2019 at 6:03 AM
Download credit card receipt
1. From your dashboard, click “Reports” to reveal additional options. 2. Click “Accounting”. 3. Scroll down to the table find the transact...
Thu, Dec 26, 2019 at 6:03 AM
View thank you notes
1. From your dashboard, click "Reward Center" to reveal additional menu options.  2. Click "Thank You Notes".  3. You ...
Thu, Dec 26, 2019 at 6:03 AM
Download thank you notes
1. From your dashboard, click on "Reward Center" to reveal additional menu options.  2. Click "Thank You Notes".  3. S...
Thu, Dec 26, 2019 at 6:03 AM
Share thank you notes
1. From your dashboard, click on "Reward Center" to reveal additional menu options.  2. Click "Thank You Notes".  3. F...
Thu, Dec 26, 2019 at 6:03 AM