Monthly Transaction Reports enables you to access individual monthly reports for each active credit card, offering a more streamlined and organized way of managing your organization's finances.

Monthly Transactions Reports is a premium feature, meaning that only organizations on our standard subscription plan can activate it. To activate the module:

To access this module, ensure that the "Monthly Transaction Reports" module is enabled. This module is available exclusively for organizations on our ‘standard’ plan.

Once the Monthly Transaction Reports module is enabled, the system will automatically generate credit card-based reports for all active and used credit cards. Cards with no transactions during the reporting period will not appear in the reports. These reports will be sent to the billing email address on the 1st or 2nd of each month, simultaneously with your billing reports.

The email will include a download link for a PDF report for each credit card, allowing users to easily access and review their transactions. It is essential to note that only cards with transactions will be included in the report.

In addition to receiving reports via email, users can download the Monthly Transaction Reports directly from the Statements page. Simply navigate to the Statements page, locate the "Credit Card Report (ZIP)" section, and click the download link. A zip folder containing the reports will be downloaded to your device.

Make sure to explore our other module articles to discover more ways to enhance your organization's Pliant experience using the 'standard' plan.