Swipey gives you three types of downloadable reports — your transaction history, your funds statement, and your paid bill receipts. All are available from the Admin Dashboard and can be downloaded anytime.
Who can download statements: Admin and Bookkeeper only. Employees do not have access to statements.
Transaction Statement #
A full export of all card transactions across your team. Useful for month-end reconciliation and expense reporting.
Step 1: Go to Transactions #
Log in to your Admin Dashboard and click Transactions in the left sidebar.
Step 2: Click the Download Button #
Look for the download icon in the top right corner of the Transactions page. Click it and select your desired date range.
Step 3: Download Your File #
Your transaction history will download as a Microsoft Excel (.xlsx) file.
Understanding the columns in your export:
Transaction Type
- Fund Transfer (Debit) = Top-up to a card
- Spending = Card spend by employee
- Refund = Transaction refunded back to the card
- Withdrawal = ATM withdrawal
Status
- Settled = Transaction completed between merchant and VISA
- Approved = Transaction made by user, not yet settled with VISA
- Voided = Transaction cancelled by user or merchant
- Declined = Transaction rejected by the merchant
Account Statement (PDF) #
An official PDF statement covering all fund movements, card expenses and bill payments in a single document. Useful for audits and formal financial reporting.
Step 1: Go to Funds #
Click Funds in the left sidebar.
Step 2: Download Account Statement #
On the right side of the Funds page, find the Financial Reports panel. Click the download button next to Download Account Statement.
Note: Official PDF account statements are only available on Growth and Plus plans. Freemium users can export transaction history in Excel only.
Funds History Export #
A detailed Excel export of all master account fund movements — deposits, top-ups to cards, clawbacks and withdrawals.
Step 1: Go to Funds #
Click Funds in the left sidebar and scroll down to the Fund History section.
Step 2: Click Export #
Click the Export button, select your desired date range and click Download.
Your file will download as an Excel (.xlsx) file. Receipt links in the file are clickable and downloadable — useful for sharing with your finance team or auditors.
Paid Bill Receipt #
Download a receipt for any bill that has been paid through Swipey Payouts.
Step 1: Go to Payouts #
Click Payouts in the left sidebar and click on the bill that has been paid.
Step 2: Download the Receipt #
Once the bill panel opens, click Download Receipt. The receipt will download to your device.
What’s Next? #
You’ve completed the Admin Guide setup. Your account is fully configured and ready to use. 👉 Back to Getting Started
Need Help? #
📞 Book a 30-min onboarding session
Common Questions #
Who can download statements?
Admin and Bookkeeper roles only. Employees do not have access to any statements or exports.
What format are the exports in?
Transaction history and fund history exports are in Excel (.xlsx). The official account statement is a PDF.
From what date can I download statements?
Transaction and fund history are available from the date your account was activated. Official PDF statements are available from May 2023 onwards.
Are receipt links included in the export?
Yes — the Funds History Excel export includes clickable receipt links that can be downloaded and shared with auditors or your finance team.
Can I download a statement for a specific employee or card only?
Currently the full export covers all transactions across your company. Use the Filters on the Transactions page to view by employee or card before exporting.
