The Summary screen gives you a high-level overview of your payment history. You can see:
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A month-by-month spend total
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Top spend categories, ordered by most spent
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Top suppliers, ordered by spend volume
You can toggle to view information for the previous 6 months, 1 year or 2 years.
You can also change the displayed currency. If you change the currency, it will convert the currency based on today's currency exchange rate.
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You can view details of individual transactions in the Conferma Pay App via Card Details > Transaction.
Transactions are not available immediately for eCommerce cards. In most cases, only settled transactions are made available once a daily transaction file is provided by the Card Issuer to Conferma Pay. This transaction data normally arrives between 48 and 96 hours after the date of the transaction.
If you are using a Digital Wallet Card, you may be able to view some real-time information, such as the pending authorisation or declined transactions. Not all transactions are available real-time, so please allow up to 96 hours for this information to be displayed.
For each transaction you will see:
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Total Amount—relevant to the billing currency.
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Merchant Amount—only displayed when it differs from the billing amount and currency.
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Merchant Narrative—the name of the merchant that charged the card.
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Transaction Date—the date the charge was processed by the merchant.
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Transaction Category—Conferma Pay App transaction category group.
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Notes— You can add ability to add notes to the transaction for your records. This is also made available in Conferma Pay SNAP.
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Transaction ID—the unique Conferma Pay platform transaction ID. This is available in SNAP.
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Receipts—any receipts you have associated with the transaction.
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Transaction list |
Transaction detail |
