Group Staff users and Program users have access to pull a custom monthly transaction report at any time by using the Reporting tab. Here's how to pull a report:
1. From the Dashboard, click "Reporting" on the left-hand side.
2. Click "Transactions" as the option and allow the page to load. If you are a Program user, this will take time to load as every single transaction is being loaded onto this page.
3. Click the blue "All Filters" button to narrow down your search. If you are looking to pull a monthly statement, for example, here are the filters you will want to use. Be sure to select the group and add the date range:
Just looking for invoices only? Try this filter:
4. Apply filters and allow the page to pull the selected reports. You can then download as a CSV!
Still have questions or need help? Please reach out to us directly at spend.support@onsnap.com or by phone at 276-531-9260.
Spend is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC. The Spend Visa Debit is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted.
Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity.
You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program.