Transaction Notes

Sometimes expenses require some explanation. That’s why PEX allows ‘Transaction Notes’ to be added to selected transactions by either the administrator or the cardholder.

Transaction Notes can be used to connect a transaction with a particular project or Purchase Order, for instance, or to describe special circumstances of a purchase.

Transaction Notes can also be added to funding transactions to keep track of why a card received funding.

The maximum character count in a single Transaction Note is 200 characters. Multiple Notes can be added to a transaction.

Note:

Administrators can also add Notes to a transaction that will not be visible to the cardholder.

Types of notes 

User Notes: Created by administrators or cardholders for documentation purposes

System Notes: Automatically generated by PEX for system events and approvals. These can only be edited by an Administrator.

Approval Notes: Added during transaction review and approval workflows

User Notes

Create Notes for Funding Amounts

• Locate the card
• Click on the card’s Balance Adjustment Credit under the Transactions tab

• Click on Add beside the Notes section

• Add the note and save

• Click on the Visible to the Cardholder button to allow the cardholder to view this note (optional)