Authorisations, Transactions & Batches
How can I view the authorisation history for a Virtual Card?
- Go to Cards > Authorisations.
- Search by card reference, card name, masked card number, or external ID.
- Select a card to see a list of all authorisation requests with statuses such as approved, declined, or pending.
- View timestamps, merchant details, and reason codes where applicable.
How do I filter or search for transactions using different criteria?
On the Transactions page, use filters for:
- Date ranges.
- Transaction types and statuses (e.g., completed, pending).
- Currency and amount ranges.
- Card or Balance references.
- Transaction IDs or custom tags.
Search results can be drilled-down for full transaction detail.
What do different transaction states (like INITIALISED and COMPLETED) mean?
| Transaction State | Description |
|---|---|
| IN PROGRESS | A transaction that started but hasn't finished yet (stuck or has a problem transitioning to a finite state) |
| COMPLETED | A successful transaction |
| FAILED | Unsuccessful transaction |
How do I export transaction data or generate reports?
After filtering desired transactions, click Download Transaction List Data at the bottom of the Transaction History page to export data as a CSV file. This file includes comprehensive transaction details matching your filters.
What are card batches, and how do I view batch action details?
Card batches group multiple cards' actions (like blocking or closing) into one operation with a unique batch reference.
- Access Cards > Card Batches.
- Use filters to find batches by reference, type, or date.
- Click a batch to review affected cards, statuses, and timestamps.