Transactions

Review, categorize and download your company’s transactions, and add their receipts

Banking → Transactions shows what went in and out of your company’s Every accounts and cards, with each one’s category and receipt.

Company Admins and Bookkeepers review them after your company finishes onboarding. Each employee sees their own on My transactions (see My transactions).

Find a transaction

Each row shows a transaction’s date, who it was to or from, balance, payment method, account, category, receipt, status and amount.

Select Filter to narrow the list by account, card, who it was to or from, payment method, date, amount, direction or status. Under Status, Missing information shows the transactions that still need a receipt.

Each page lists 50 transactions. Status, and any filter set to is not, narrow only the page you’re on, so the count at the bottom of the list then says “matching items on this page”.

Change a category

In a transaction’s row, select a new Category, or right-click the row and select Change category. To change several at once, select their rows, then select Assign category and a category.

Payroll transactions can’t be recategorized.

Open a transaction

Select a transaction to open its details, such as its card, payment status and account.

The details also show a Decline reason for a card purchase or a Failure reason for a failed payment when that information is available. An ACH payment can show a Trace number; a wire can show IMAD and OMAD.

For a payment that hasn’t arrived, a returned payment or a card charge you don’t recognize, email [e-mail]. Include the transaction’s date, amount and recipient or merchant, plus the reason and identifiers shown in its details. For an unrecognized card charge, you can also freeze the card while you ask for help (see Company cards).

Add a receipt

A completed card purchase that needs a receipt shows Missing receipt in Status, and its details show Missing information.

1. Open the transaction

   In the Receipt column, select the upload icon, or select the row.

2. Add the receipt

   Under Receipt, add a PDF or image.

3. Describe the purchase

   In the description field, enter what the purchase was for.

4. Save

   If the details show a Save button, select it. If not, Every saves the receipt when you add it, and the description when you close the details.

When a transaction already has a receipt, its details list the file. The three-dot button beside it downloads the file, or opens a menu with Download, Replace and Remove.

See accounting details

Every turns on accounting details company by company. If you don’t see them, email [e-mail] to ask about them.

With QuickBooks connected, the details of some transactions also show Accounting details: the QuickBooks vendor, category and sync status.

Download transactions

1. Select Download, then Download CSV.
2. Select Generate report.

Every emails you a link to the report when it’s ready. The report follows your filters, except Status and any filter set to is not.

The same menu has your Bank letter and, when your company has them, Wire instructions and statements.