Documentation Index
Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
Use this file to discover all available pages before exploring further.
Note:Administrators may not edit or remove a cardholder’s note. Cardholders may edit or remove their own notes.
How to add transaction notes
Locate the cardholder’s name (use find in this table or filters if needed)
Click on the cardholder’s name
Locate the cardholder transaction (review filters if needed) and click on the transaction
Click “Add” button beside Notes at the bottom right of the transaction window Type your comments in the Note field
Click “Save” button
- Check the box to make the Note visible to the Cardholder
