Manage Team Transactions
Last Updated: January 22, 2019Individual Transactions
With Zestful, admins and team members can track their transactions with ease. Simply navigate to the "People" page, find the member you are looking for, and click on that individuals "Transactions" tab to view recent transactions as soon as they happen. It's also here that members can export their transactions in a neatly organized CSV.
Team Transactions
We know it's important for companies to keep track of their spending and finances, so Zestful has also made it easy to view all recent transactions made by your team, as well as export this data to a CSV for accounting and reporting purposes. Admins can view these transactions from the "All Transactions" page.