Sometimes expenses require some explanation. That’s why PEX allows ‘Transaction Notes’ to be added to selected transactions by either the administrator or the cardholder.
Transaction Notes can be used to connect a transaction with a particular project or Purchase Order, for instance, or to describe special circumstances of a purchase.Transaction Notes can also be added to funding transactions to keep track of why a card received funding.The maximum character count in a single Transaction Note is 200 characters. Multiple Notes can be added to a transaction.
Note:Administrators can also add Notes to a transaction that will not be visible to the cardholder.
Types of notesUser Notes: Created by administrators or cardholders for documentation purposesSystem Notes: Automatically generated by PEX for system events and approvals. These can only be edited by an Administrator.Approval Notes: Added during transaction review and approval workflowsUser NotesCreate Notes for Funding Amounts
Locate the card
Click on the card’s BalanceAdjustment Credit under the Transactions tab
Click on Add beside the Notes section
Add the note and save
Click on the Visible to the Cardholder button to allow the cardholder to view this note (optional)
