How do I filter transactions?

Step 1: Go to Venn "Transactions"

Step 2: Select "Filters"

Note: Only users with “Owner” or “Admin” or "Accountant" or "Payments Clerk" roles can view the company’s historical transactions and apply filters.

Our filtering feature allows you to refine transactions based on card number, transaction type, and transaction status for a more customized view.

Transaction Types Available for Filtering:

You can filter transactions by the following types:

• Card Purchase

• Card Refund

• Currency Conversion

• Fee

• Inbound Transfer

• Inbound Transfer Reversal

• Load

• Outbound Transfer

• Pre-Authorized Debit

• Pre-Authorized Debit Reversal

• Reward