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How to Add Card Transaction Notes (Administrator Site)

You can add transaction notes to your cardholder transactions, which is a good way to record the details of those transaction. Admin notes can be read and modified by admins. However, cardholders cannot see admin notes on the cardholder website or app.

  1. Click: Card
  2. Click: Card List
  3. Locate and click on cardholder's name
  4. Locate and click on cardholder transaction
  5. Click: "Add note" at the bottom far right of the transaction window
  6. Type your comments
  7. Click: Green "Add note" button