How to view and download Motive Cards transaction history

    Audience Fleet Managers
    Applies To  Fleet Dashboard > Cards 

     

    Introduction

    The Motive Card can be used by Drivers to purchase fuel from any location within the set parameters (if applicable). Fleets can view a card’s transaction history based on purchase and posted date through the Cards section of the Fleet Dashboard.

     

    Steps: Viewing and downloading Motive Cards Transaction History

     

    Viewing transaction history

    1. Log in to the Fleet Dashboard and click on Cards from the left-hand side menu.

    2. The Overview tab displays by default and provides an overview of Total Spending, Savings, Spending Breakdown, and Top Spenders.

    img

    3. Click Transactions to get an overview of your driver’s transaction history.

    Note: Select a driver or a card to get detailed insights into a driver’s transaction history.

    4. You can filter out the transactions of a specific cardholder by clicking on the Search by cardholder option and filtering by the specific user.

    5. You can also view the transactions based on the Purchase date and Posted date. 

    3

    Applying the filter for the Posted date changes the column to Posted Date. 

    6.png

    6. You can also use the Date filter to view the transactions between a set date parameter or the entire history of the card.

    6.png

     

    Downloading transaction history

    1. To download the Transaction History report, click the download icon in the top right corner.

    img

    The report gets downloaded as a CSV file including the following details: 

    • Transaction date: The date when the card transaction is made.
    • Transaction time (billing timezone): Time when the card transaction is made.
    • Posted date: Transaction posted date.
    • Posted time (billing timezone): Transaction posted time.
    • Cardholder: Name of the cardholder. 
    • Driver ID: Driver ID of Driver/cardholder.
    • Vehicle ID: Vehicle used at the time of transaction.  
    • Merchant name: Name of the merchant where the transaction is made. 
    • Merchant ID: ID of the merchant. 
    • Merchant category code: Attributed as MCC of the merchant location.
    • State: Current jurisdiction information.
    • Status: Transaction status (pending, posted, declined, etc.)
    • Amount (in $): Gross amount for the transaction.
    • Savings (in $): Total savings for the transaction.
    • Net amount (in $): Amount minus the savings.
    • Invoice number: Number of the invoice in which the transaction is billed.
    • Network: In-network / out-of-network / direct discount.
    • Category: Category of purchase (diesel, gasoline, food, parking, tolls, etc.)
    • Groups: Groups associated with the cardholder.
    • Comments: Any additional information provided by Motive.
    • Decline reason: Reason for the transaction being declined. 
    • Flagged reason: Reason for the transaction being flagged.
    • Notes: Notes associated with the transaction.
    • Category 1: Category of purchase for item 1 in the transaction (diesel, gasoline, misc, etc)
    • Item cost 1: Gross amount for item 1.
    • Item savings 1: Savings for item 1.
    • Item net amount 1: Cost 1 minus savings 1.
    • Mastercard product description 1: Description of product code 1.
    • Item description 1: Description available in level 3 data for Item 1.
    • Unit of purchase 1: The unit of purchase (gallon, liter, etc.).
    • Quantity 1: Quantity purchased of item 1.
    • Price per unit 1: Item net amount 1 / quantity 1.
    • Per unit savings 1: If quantity is available, savings are calculated per unit.
    • Additional rebate per unit 1: If eligible, additional rebates are calculated per unit.
    • Your price 1: Effective net price paid per unit after considering all savings. 
    • Category 2: Category of purchase for item 2 in the transaction (diesel, gasoline, misc, etc)
    • Item cost 2: Gross amount for item 2.
    • Item savings 2: Savings for item 2.
    • Item net amount 2: Cost 2 minus savings 2.
    • Mastercard product description 2: Description of product code 2.
    • Item description 2: Description available in level 3 data for Item 2.
    • Unit of purchase 2: The unit of purchase (gallon, liter, etc.)
    • Quantity 2: Quantity purchased of item 2.
    • Price per unit 2: Item net amount 2 / quantity 2.
    • Per unit savings 2: If quantity is available, savings are calculated per unit.
    • Additional rebate per unit 2: If eligible, additional rebates are calculated per unit.
    • Your price 2: Effective net price paid per unit after considering all savings. 
    • Category 3: Category of purchase for Item 3 in the transaction (diesel, gasoline, misc, etc).
    • Item cost 3: Gross amount for item 3.
    • Item savings 3: Savings for item 3.
    • Item net amount 3: Cost 3 minus savings 3.
    • Mastercard product description 3: Description of product code 3.
    • Item description 3: Description available in level 3 data for Item 3.
    • Unit of purchase 3: The unit of purchase (gallon, liter, etc.).
    • Quantity 3: Quantity purchased of item 3.
    • Price per unit 3: Item net amount 3 / quantity 3.
    • Per unit savings 3: If quantity is available, savings are calculated per unit.
    • Additional rebate per unit 3: If eligible, additional rebates are calculated per unit.
    Note: Motive supports transactions with up to 3 line items only. Also, on rare occasions,  the total of item cost 1, item cost 2, and item cost 3 may not match the amount per transaction due to a merchant misconfiguration.

     

    Related Content

    Share this with others