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This guide explains exporting statements as pdf or csv and the information you should review before taking action in ebPro.
Understanding Exporting statements as PDF or CSV
Choose an export format and download records for a selected period. The transaction history records completed, pending, declined and reversed activity across your benefit wallets.
Recommended Steps
- Filter the transaction history by the relevant date range and status.
- Open the transaction to review its merchant and wallet information.
- Export a statement or contact Support when additional records are required.
Need help getting started with Transactions & Statements? Contact ebPro Support or speak with your account manager to enable this feature for your team.