How to review wallet transactions
Open Wallet and confirm the selected organization and currency. Review balance, credits, debits, payouts, pending transactions, dates, and references. Match wallet activity to approved requests, bills, payments, and accounting records. If a balance appears wrong, trace recent entries and pending items before escalating. Do not repeat a payout solely because it has not yet appeared as completed.
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Understanding wallet balances and transactions
Using your Spendive wallet The Spendive wallet is where authorised users view available funds, send transfers, and track money moving into and out of the organisation. Who sees the wallet - Employees may see My Wallet, depending on their role and ...
Reviewing wallet transactions and beneficiaries
Reviewing wallet transactions and beneficiaries Use Transaction History to confirm money movement and Beneficiaries to maintain verified bank recipients for future transfers. Review Transaction History 1. Open Wallet. 2. Select Transaction History. ...
Funding the company wallet
Funding the company wallet Finance administrators can use Fund Wallet to add money to the Spendive company wallet before payments and transfers are initiated. Who can do this You need permission to fund the company wallet and access to an approved ...
Making a single wallet transfer
Use Wallet > Transfer to send one direct payment from the Spendive wallet to a bank account or saved beneficiary. Use Expense Payments or Bill Payments instead when the payment should remain linked to an approved request or supplier bill. Who can do ...
Making a bulk wallet transfer
Use Wallet > Bulk Transfer to pay multiple bank recipients in one batch. You can enter recipients manually or upload a CSV file. Who can do this You need permission to transfer company-wallet funds. Prepare an approved payment schedule and verify ...