Transactions are the expense lines that you see on your credit card statement. After receiving your credit card transactions from your bank, you can upload them in Rydoo. If you do it yourself, you can follow the steps provided below.
1. Ensure that the card is added to your profile as a payment method.
2. Go to Transactions > Click (+) Add Transaction button > Choose Upload Transactions
3. Download Upload Transactions template.
4. Fill out the details.
This is how it looks like after downloading the file.
(OPTIONAL) Change Text to Columns
Transactions Field Format
Enter transaction date in DD/MM/YYY format.
Enter the actual and exact transaction amount.
Enter the merchant/vendor name.
Enter the actual/originating transaction currency.
Example: If you purchase an item in United States where the currency is in US Dollars, enter USD in this field.
Enter the last four digits of the card added as a payment method.
Enter the currency that you would like to show on your transaction.
This is used when the originating currency is different from your Rydoo default currency.
Enter the foreign or converted amount.
5. Save the file as CSV UTF-8 format.
*If you are using Windows and changed the data type from text to columns, don't forget to switch it back.
6. Go back to the Transactions page (Step 1) and Upload the file
6. Check the Results.
This option is a role-based setting. If you don't see Transactions from the Navigation Bar, kindly reach out to your Company Administrator.
To prevent errors, please keep the template as it is. Do NOT rearrange the columns, re-name headers, or change the file to another excel format.
If you prefer working with PDF files, you may also upload your transactions per statement.