You can view all your Soldo card transactions in the web or mobile app so you can track your spending and complete any transaction details required by your company.
In the web app
Who: All cardholders.
- From the navigation menu, select Cards.
- Select your card.
Tip: The Overview screen shows your latest transactions at a glance.
- To view all transactions, select the Transactions tab.
From here, you can:
- View all transactions from the past 30 days (default range)
- Use filters or search to find a specific transaction
- Adjust the date range to view older or more recent transactions
- Select a transaction to view full details and upload receipts
In the mobile app
Who: All cardholders.
When you log in, your most recent transactions are shown immediately. If you have more than one Soldo card, this will be a combined list.
To view transactions for a specific card:
- Tap Cards from the bottom menu.
- Select your card.
- Tap Transactions.
Tap any transaction to open the full details. From here, you can upload receipts, add notes, assign expense categories, and complete any information your company has made mandatory.
What do transaction statuses mean?
- Authorised: The transaction has been approved. The amount is held from your available balance until it is settled.
- Settled: The payment is complete. The funds have been transferred to the merchant or ATM owner.
- Cancelled: A previously approved transaction has been reversed by the merchant or ATM. The reserved amount is released back to your balance.
- Declined: The transaction was not approved. This could be due to insufficient funds, incorrect PIN, or a rule set by your company (for example, card disabled for online or ATM use).
- Dispute in progress: A dispute has been raised for the transaction and is under investigation.
- Dispute won: The dispute was successful, and the funds have been returned to your account.
- Dispute lost: The dispute was unsuccessful, and the original transaction remains.
- Moved: The transaction has been moved to another wallet. This is typically used to correct spend made from the wrong card or wallet.
Need to upload a receipt?
Availability
Who: All cardholders
Pricing plan(s): Standard, Plus, Unlimited