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How can I download transactions and attached receipts for a company wallet, company card, or user?

Fabio
  • Updated

Here's how you can download transactions and attached receipts in the web console:

  • Login to the web console at: manage.soldo.com
  • Click on Reports and then Transactions
  • Click on the All tab at the top
  • Select what company wallets, company cards, and users you want to generate the statement for, as well as other filters
  • Click on Generate Report

If you wish to export, then click on the Export button which will open a range of formats you can export the report in.

A helpful tip: The ZIP option provides all the receipts attached to the transactions separated in folders.

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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.