credit card used

SueJ2019
Contributor
Contributor

we had a customer call asking to see if we could check to see what credit card was used to make a purchase that was just completed.  He had both work and personal and wanted to make sure it was used correctly.  How do I find this information?

 

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@SueJ2019 

 

(Business acts) Report > Activity Download

Select Transaction type, date range, customize report fields, and report format.

 

Double check the report fields make sure Card Type is selected.


Kudos & Solved are greatly appreciated. 🙂
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