Virtual card history – Extend

Overview

Owners and Admins can view the history of any virtual card through the Extend web and mobile apps. Card Managers and Bookkeepers can view the history of any virtual card they have view access to. Virtual card recipients can view the history of any virtual card that was sent to them.

Viewing virtual card history

You can view the history of a virtual card from the Virtual Card History tab.

1. Select Cards from the navigation and go to Virtual Cards

2. Select on the virtual card you want to view. This will bring you to the Virtual Card Overview page, where you can find more information about that virtual card.

3. Scroll to the Recent Activity section (at the bottom of the page) and select the History tab.

From the virtual card History Tab, users can see:

• When the virtual card was requested and if the request was approved
• Name of the user who created the virtual card
• Date the virtual card was created
• Name of the virtual card recipient
• The original and any updated spend control settings including the credit limit and active until date
• Supplementary notes
• Any requested updates to the virtual card and if the requested updates were approved
• Automated resets (if the card type is recurring)
• When the virtual card was made inactive
• If an Owner, Admin, or Card Manager has performed an action on the virtual card, the user details and the action they performed will also be recorded in the history.

*Note: Virtual cards are only available to select issuers*