Your Account Transactions section is your company’s command center for all money movements within your primary SiFi account. Designed to eliminate guesswork, it brings you total transparency, smoother reconciliation, and complete visibility into every single financial activity. 🚀

📝 What You Can See at a Glance

• Transaction Type → Card spend, transfers, reimbursements, cash-out, internal transfers, fees, and more.
  
  
• Transaction Date → The exact date and time the movement took place.
  
  
• Description → Clear merchant, budget, or action details.
  
  
• Initiated By → The specific user or automated system behind the transaction.
  
  
• Amount → Local currency and, where applicable, foreign currency amounts.
  
  
• Status → Live tracking whether a transaction is Pending, Settled, Approved, Declined, or Reversed.
  
  

💱 Foreign Currency Transactions

🔎 Filtering & Sorting to Find Anything Instantly

• Filter by Type → Quickly isolate card transactions, transfers, reimbursements, or fees.
  
  
• Filter by User → Track activity initiated by a specific employee.
  
  
• Filter by Card Label → Spot transactions tied to a designated card.
  
  
• Filter by Budget → View expenses and transfers connected to a specific budget line.
  
  
• Filter by Period → Zoom into custom date ranges.
  
  
• Filter by Amount → Search for transactions above or below a specific threshold.
  
  
• Sort Options → Reorder instantly by date, amount, or type.
  
  

📥 How to Export Your Transactions

1. Head to your Home and open the Transactions tab.
   
   
2. Click on the Export button. 📤
   
   
3. Choose your preferred file type:
   
   
   • CSV → Ideal for deep-dive analysis in Excel or Google Sheets. 📊
     
     
   • PDF → Perfect for sharing or official record-keeping. 📄
     
     
4. (Optional) Choose your target time frame (we recommend a maximum of 3 months per export for optimal performance).
   
   
5. Download your statement immediately or grab it later right from your Download Center.
   
   

🎯 Why Your Team Will Love It

• Real-time visibility → Wave goodbye to traditional banking delays; SiFi provides live account statements. ⚡
  
  
• Comprehensive tracking → Keep every type of money movement organized in one centralized place. 🗂️
  
  
• Advanced filtering → Isolate precisely the data you need for accurate financial analysis. 🔍
  
  
• Audit-ready exports → Generate instant CSV and PDF reports packed with deep currency and fee transparency. ✨
  
  
• Complete clarity → Effortlessly track settlement updates, FX markups, reversals, and adjustments. 🔍
  
  

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