π How to View & Download Account Transactions in SiFi
Your Account Transactions section provides a full overview of all money movements within your companyβs primary SiFi account. This ensures transparency, easier reconciliation, and complete visibility into financial activities.
π What You Can See in Account Transactions
The account transactions list displays:
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Transaction Type β Card spend, transfers, reimbursements, cash-out, internal transfers, fees, etc.
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Transaction Date β The exact date and time of the transaction.
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Description β Merchant, budget, or action details.
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Initiated By β The user or system that initiated the transaction.
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Amount β Local currency and, where applicable, foreign currency.
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Status β Pending, Settled, Approved, Declined, or Reversed.
π You can click on any transaction to open a detailed view, which includes receipts, notes, settlement information, and linked expenses.
π Filtering & Sorting Transactions
SiFi makes it easy to find exactly what youβre looking for:
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Filter by Type β Card transactions, transfers, reimbursements, fees, etc.
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Filter by User β See transactions initiated by a specific employee.
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Filter by Card Label β Quickly identify transactions linked to a specific card.
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Filter by Budget β View expenses and transfers tied to a budget.
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Filter by Period β Narrow results to a custom date range.
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Filter by Amount β Search for transactions above/below a certain value.
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Sort β Reorder by date, amount, or type for easier review.
This helps Finance Managers and Admins drill down into specific activity streams instead of scrolling through long transaction lists.
π₯ How to Export Account Transactions
You can export transactions at any time for reconciliation or reporting:
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Go to Dashboard β Transactions tab.
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Click on the Export button.
Select the file type:
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CSV β For analysis in Excel/Google Sheets.
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PDF β For sharing or record-keeping.
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(Optional) Choose a time frame (recommended max: 3 months per export).
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Download your statement directly or retrieve it later from the Download Center.
π― Benefits
Real-time visibility β Unlike traditional banks, SiFi provides live account statements.
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Comprehensive tracking β All types of money movement in one place.
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Advanced filtering β Quickly isolate the data you need for analysis.
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Audit-ready exports β Instant access to CSV/PDF reports for finance teams.
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Transparency β Helps identify settlement changes, reversals, or adjustments with clarity.
π¬ Need help reconciling your account? Contact support@sifi.sa or call 920031030.
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