Search and Export Overview:

The search functionality included in the merchant portal that allows users to perform specific searches for transactions related to payments and expenses with the possibility to export the results obtained and also share them by email.

Prerequisites:

Prerequisite	Explanation
Have the appropriate role to search by in SME	Only Directors will be able to see the search options for Movement type, Employee, and Beneficiary. In the case of cardholders, the Expense type will be the only option of transaction type available to them. Common advanced searches for both roles will be: currency, billing model, management status, status, category, files, tags, payment method, VAT, and payment status.

FAQs

Q: Can an employee search by other employees' transactions?

A: No, other employees' transactions can only be consulted by a Director. An employee can only consult their expenses.

Q: Which role do I need to export the search made?

A: All roles have permission to export the search made based on the user profile.

Terms you Need to Know

Word	Definition
Expenses	Only available for SME search, it's related to all transactions uploaded with receipts by employees
Inbound payments	Transfer between accounts made by the company (client)
Outbound payments	External transfers made by the company (client)
Merchant	It's related to the name of a sender or beneficiary for inbound, and outbound payments