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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.

With PEX’s main features and thoughtful delighters, you can manage business purchases efficiently and with ease.
This article will guide you through leveraging PEX to simplify your workflow, save time, and stay in control of your spending. Watch a step-by-step demonstration here!

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Review card transactions:

  1. Log in to the Dashboard via https://dashboard.pexcard.com/login
  2. Navigate to the Transactions from the sidebar menu and click on it.
  3. A card transaction list is opened.
    • To view card transactions you must be granted the ‘View card transactions’ permission.
    • To search transactions by a specific cardholder or merchant use a quick search at the top upper corner.
    • Use icons displayed next to the transaction status to quickly identify whether a transaction has a note, receipt, or tag.

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Filters

Filters make it easy to find the transactions you need. Here’s a guide to using them effectively. To filter transactions by specific parameters click on the ‘Filters’ button.
  • Transaction Amount: Use this filter to find transactions within a specific range of amounts
  • Transaction Date: Filter transactions by a custom date range
  • Merchant Name: Locate transactions by one or multiple specified merchants
  • Cardholder Name: See all transactions linked to a specific cardholder
  • Cardholder Type: Select transactions based on team members or vendors
  • Last 4 Digits: Search for transactions tied to a specific card by entering the last four digits
  • Review Status: Filter transactions by their status—approved, pending, or rejected
  • Review Assignment: Find transactions pending your review using this filter or by visiting the Review Page
  • Attachments: Use this filter to identify transactions without receipts attached
  • Tags: Locate transactions missing any tags
  • Notes: Use this filter to identify transactions with or without notes added
  • Group: Filter transactions by a specific cardholder group
  • Tag Values: Search for transactions using specific tag values
By combining all those filters, you can quickly narrow down results and access the information you need.

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Bulk actions

Bulk actions allow you to manage multiple transactions at once, streamlining your workflow and saving valuable time. Here’s how they can help:
  1. Select transactions that you want to take action on by clicking on the checkboxes next to such purchases
  2. Click on the ‘Actions’ button
  3. Select from the drop-down menu which action should be applied to the selected transactions
  4. Check the status of your bulk action on the ‘Batch Operations’ page. It may take some time to complete.
In addition to approving, rejecting, or marking transactions as “not reviewed,” you can also send email reminders to cardholders about missing receipts or tags, add a note and apply tags to purchases in bulk.
  • Applying tag values in bulk will not work for rejected or approved transactions. You must first mark such transactions as “Not reviewed” by clicking the “Unapprove” button in the action dropdown list.
  • If a tag value is already added to a transaction, the bulk action will override it with the new value.
  • There is no possibility to split tags via bulk actions.
  • If split tags have already been added, the bulk action will override the tag value for all splits.

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Saved filters

Easily create and save filtered searches in the Transactions tab. Apply your desired filters, give your search a name, and access it anytime under “Saved Filters. You can also share your saved filters with your team through a link that instantly applies the same filters to their Transactions view.
  1. Click on the Filters button under the top tab menu
  2. Select filters that you would like to apply to your search
  3. Click on the Add button.
  4. Add additional filter parameters if needed
  5. Click on the Save button to save your search filters.\
  6. Name your filter set.
    • On the modal window, copy a link to share it with colleagues, allowing them to instantly apply the same filters to their transaction view.
  7. Press the Save button.\
  8. To review and open your saved filters click on the Saved filters drop-down, and select the filter set you want to preview.
The saved filters feature is available on the Card Transactions, Declines, and Business Transactions pages.

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Transaction details

To open a transaction, review its details, tags, notes, receipt, and approval route simply hover over it and click.
Last modified on May 5, 2026