The Company Wallet Report

Digging deeper into the Company Wallet Report

Shaiyana Clocanas avatar
Written by Shaiyana Clocanas
Updated over a week ago

The company wallet report is a great way to track all the activity that is happening with your Ben cards!

It shows all transactions on all cards (And specifies which card has been used), as well as also reporting any reimbursement requests, and refunds that may have been received by your employees as well as any deposits into the company wallet itself.

Furthermore, providing that the tax reporting status of a card has been confirmed, it will show the tax reporting status of each transaction!

Please note ❗️ - Similar to the Top Up details, if your company has more than one instance the company wallet report will be different for each one and you will need to download each report individually from each admin portal.

Topping Up Your Wallet

Clicking on the Add money to wallet button will bring up the details of the account you should deposit into for topping up. This will show, amongst other details:

  • The account number

  • The sort code

  • The payment reference

The Top-Up Details page looks like below:

As the pop up notes, these details can be saved in your bank for future reference.

Please note❗️- If your company has more than one wallet, the details will be different for each one and the details for each can be found from the company wallet page of each instance.

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