Card Type

Cardholder

CLA-owner

Reward

We do not offer invoicing.

However, we do offer statements, which can be downloaded as an Excel spreadsheet. Left to the time frame button (date button), you can see the cloud download button (circled in red above), which gives you the option of downloading an overview of the transactions within an Excel file.

This overview will appear as having all of the title columns already found in your transaction dashboard list such as: date, description, amount etc.

This allows you to easily embed and incorporate these Excel sheets in further in-house programs like DATEV.

In order to access invoices, navigate to the Documents tab and select “invoices”.

In order to see the statements of the CLA, go to your main CLA dashboard and select the timeframe as well as the file format, which are either CSV or XSLX.

Within Reward CLAs, you are unable to see the statements of the individual cardholders, as the funds belong to the cardholder.

Payout

We do not offer official invoicing.

However, we do offer statements. In order to download an Excel spreadsheet of your transactions, look further left from the time frame button (date button), you can see the cloud download button (circled in red above), which gives you the option of downloading an overview of the transactions within an Excel file.

This overview will appear as having all of the title columns already found in your transaction dashboard list such as: date, description, amount etc.

This is a great feature as it allows you to easily embed and incorporate these excel sheets in further in-house programs. For eg., DATEV.

In order to access invoices, simply navigate to the Documents tab and select invoices which contain the Invoices with regards to Crosscard fees.

In order to see the statements of the CLA simply go to your main CLA dashboard and select the timeframe as well as the format you would like to download the transactions for. The formats are either CSV or XSLX.

Within Payout CLAs, you are unable to see the statements of the individual cardholders, as the funds belong to the cardholder.

Assistance

We do not offer official invoicing.

However, we do offer statements. In order to download an Excel spreadsheet of your transactions, look further left from the time frame button (date button), you can see the cloud download button (circled in red above), which gives you the option of downloading the transactions within an excel file.

This will appear as having all of the titles already found in your transaction dashboard list such as: date, description, amount etc.

This is a great feature as it allows you to easily embed and incorporate these Excel sheets in further in-house programs. For eg., DATEV.

In order to access invoices of the CLA, simply navigate to the Documents tab (Docs) and select invoices which contain the invoices with regards to Crosscard fees.

In order to see the statements of the CLA simply go to your main CLA dashboard and select the timeframe as well as the format you would like to download the transactions for. The formats are either CSV or XSLX.

To see statements and transactions of cardholders, navigate to the Manage accounts tab and click on the corresponding sub/cardholder account and select Transactions.

Another way to see the statements of the cardholders is through accessing the Reports tab found under the Documents main tab. The reports hold the transactions of the cardholders.

Purchase

No cardholder access to online portals.

In order to access invoices of the CLA, simply navigate to the Documents tab (Docs) and select invoices which contain the invoices with regards to Crosscard fees.

In order to see the statements of the CLA simply go to your main CLA dashboard and select the timeframe as well as the format you would like to download the transactions for. The formats are either CSV or XSLX.

In order to see statements and transactions of cardholders, you simply must navigate towards the Manage accounts tab and click on the corresponding sub/cardholder account and select Transactions.

Another way to see the statements of the cardholders is through  accessing the Reports tab found under the Documents main tab.  The reports simply hold the transactions of the cardholders.

Expense

We do not offer official invoicing.

However, we do offer statements. In order to download an Excel spreadsheet of your transactions, look further left from the time frame button (date button), you can see the cloud download button (circled in red above), which gives you the option of downloading the transactions within an Excel file.

This will appear as having all of the titles already found in your transaction dashboard list such as: date, description, amount etc.

This is a great feature as it allows you to easily embed and incorporate these excel sheets in further in-house programs. For eg., DATEV.

Currently, there is no possibility for cardholders to gain access to statements using the app.

In order to access invoices of the CLA, simply navigate to the Documents tab (Docs) and select invoices which contain the invoices with regards to Crosscard fees.

In order to see the statements of the CLA simply go to your main CLA dashboard and select the timeframe as well as the format you would like to download the transactions for. The formats are either CSV or XSLX.

In order to see statements and transactions of cardholders, you simply must navigate towards the Manage accounts tab and click on the corresponding sub/ cardholder account and select Transactions.

Another way to see the statements of the cardholders is through  accessing the Reports tab found under the Documents main tab.  The reports simply hold the transactions of the cardholders.