In this article, we will explain the following topics about Rydoo cards for Finance related to exports and reports:
- Expenses: Filter expenses paid with Rydoo cards
- Expenses: Filter expenses by transaction status
- Transactions: Filter transactions by status and payment method type
- Transactions: Export transactions with Rydoo cards
- Account statements
Filter expenses paid with Rydoo cards
1. Go to Expenses page. Make sure you're in the Finance role.
2. Filter on payment method Rydoo card.
Filter expenses by transaction status
1. Go to Expenses page.
2. Filter on Transaction status. This will reflect the status of the matched transaction.
Filter transactions with Rydoo cards and transaction status
1. Go to Transactions page. Make sure you're in the Finance role and are looking at all transactions.
2. Filter on payment method Rydoo card and the transactions status you want to filter on.
Export transactions with Rydoo cards
1. Go to Transactions page. Make sure you're in the Finance role and are looking at all transactions.
2. Filter on payment method Rydoo card.
3. Select all expenses.
4. Click export.
Account statements
The account statements provide a breakdown of monthly Rydoo card wallet changes:
- Beg. of month - the wallet balance at the beginning of the month
- Debit - sum of debit events made in a month (transactions done with Rydoo Cards or payouts from Stripe wallet)
- Credit - sum of credit events made in a month (mostly wallet top-ups and refunded Rydoo Cards transactions)
- End of month - the wallet balance at the end of the month
It is also possible to export the statements.