Filtering Credit Transactions

Website

1. Log in to Your Flex Account: Access your Flex account by following this link.
2. Navigate to Credit: From the left-hand menu, choose the "Credit" option.
3. Select Filter Criteria: Click on "Filters" and choose your desired criteria.
   1. Options include date, status, type, amount, cards, name, and attachment.
   2. Once you've selected the necessary filters, click on "Apply Filters" to view the results.
4. Download CSV: You can download filtered transactions as a CSV file by clicking the CSV download button on the right side of the screen.

Mobile App

1. Log in to your Flex account:
   1. To Download the Flex Mobile App:
      1. Access the iOS App Store here.
      2. Access the Google Play Store here.
2. Navigate to Credit: Locate and tap the “Credit” tab located at the top of the screen.
3. Access Transactions: Tap “See All” next to the “Recent Transactions” section.
4. Select Filter Criteria: Tap on the filter icon next to the search bar
   1. Options include date, status, type, amount, cards, name, and attachment.
   2. Once you've selected the necessary filters, click on "Apply Filters" to view the results.