Bento has created a flexible and streamlined way to view your business transactions. Outlined below are the various ways that transactions can be filtered in Bento:
Search - The search bar at the top left of the Transactions page allows you to search all your transactions that match your search query. Any match made in a transaction's merchant name, tag, or card user will display as a result.
Date - Select the the calendar icon at the top of the screen to set a custom start date and an end date from the calendar selector.
Transaction status -
- Settled transactions are transactions that are complete, and the amounts of those transactions are final
- Pending transactions are transactions that have been authorized, but the amount of the transaction may change once it is settled (e.g. restaurant bills where tip is later added).
- Declined transactions were unsuccessful purchase attempts, so no money movement occurred, but it may be interesting to see where your employees are trying to spend money.
- Loads are completed deposits to fund your Bento account balance
Amount - Search for transactions within a set amount range or for transactions equal to a specific amount
Cards - Choose a card or search by card name
Tags - Search tagged transactions by selecting a tag or first searching for a specific tag. Note that you must have already tagged transactions to be able to filter by tag.
Category - Filtering by category allows you to locate transactions made in a certain spend category. For example, during tax time, you may need to know how much you've spent on transportation. With the spend category filter, you can easily track down these expenses.
Departments - the Department filter will filter transactions based on activity that occurred on cards assigned to that Department
Receipts - Choose to view transactions that have a receipt attached or not.
Payments - Bento Payments are also displayed on the Transactions page, and this filter allows you to search all payments issued, including those that are settled, pending, or canceled.