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The Company Wallet Report

Digging deeper into the Company Wallet Report

Anna Davidson avatar
Written by Anna Davidson
Updated yesterday

The Company Wallet Report is a useful tool for tracking all activity related to your Ben cards. It provides a full overview of all transactions across every card (including which card was used), along with any reimbursement requests, refunds received by employees, and deposits made into the company wallet.

If the tax reporting status for a card has been confirmed, the report will also display the tax reporting status for each transaction.

Please note:
If your company has multiple instances, each one will have its own Company Wallet Report. You’ll need to download each report separately from the respective admin portal. You can export the report in .csv, .xlsx, or .json format by hovering over the top-right corner of the report and clicking the three dots that appear.

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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