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How do I manage my corporate card transactions?

Has the Bank Reconciliation module been subscribed to by your company and has your corporate credit card been configured? You can now easily manage the flow of your corporate card transactions and the corresponding expenses entered in Jenji.

The management of corporate card transactions is available both on mobile and on the web application.


My bank reconciliation on the web


Go to

  • Go to the Transactions tab, then Personal.
  • Your own banking transactions are listed on the left side.
  • The expenses entered are listed on the right.


Available actions:




Linking an expense to a transaction


When you wish to associate an expense with a transaction awaiting reconciliation, click on the the line of the transaction indicating ‘awaiting reconciliation’ 

This will give you the option of associating the transaction with either:

  • an existing expense, which you will have to choose from all those you have previously entered
  • a new expense, which will be automatically associated with the transaction once it has been created


Ignore a transaction


It is also possible to ignore (or restore) a transaction directly from the list.


Simply click on the icon to the right of the transaction, then click on Ignore transaction or Restore transaction.


Transaction export


When viewing the Transactions - Team tab, you can export them as a CSV file.


  • Define a period using the calendar tool
  • Refine the search by employee if necessary
  • Click on "Export CSV" on the top right of the screen


Once the export is done, you will be able to view all the transactions and their related information, but also the essential information of the related expenses.

The information is as follows:

  • Date of the expense and its current status at the time of export
  • The information entered in the “Seller” field
  • The amount of the expense and its currency
  • The payment method used for the expense
  • The person responsible for the expense


My card transactions on mobile

From version 2.6.2 on iOS, and 3.7.2 on Android.

A new menu available from the dashboard: My transactions


A new My transactions menu is displayed in the dashboard and allows you to access all transactions from your corporate card.


  • A transaction will be displayed in real time for a purchase made via a Qonto card (approximately 1 hour after purchase) or one (immediate).
  • For other corporate cards, a bank summary must be imported beforehand by the account Administrator. Following this import, all transactions will be available.



The different states of transactions


A transaction can have one of the following states:

  • Awaiting reconciliation: no expense entered in your account appears to match the transaction.
  • Reconciliation to be approved: an expense entered in your account seems to correspond to the transaction (identical dates and amounts). Jenji has made a reconciliation, the bank reconciliation can be approved by you.
  • Reconciled: the reconciliation between the transaction and an expense is confirmed.


To process menu


To simplify your management, you will find in the To process  menu all the transactions for which no expense in your account appears to correspond. These transactions are Pending reconciliation.   


Associate an expense with a transaction


After clicking on the cell of a transaction Pending reconciliation, you have 2 options to associate an expense with the transaction:

  1. Associate with a new expense: an expense must be entered in your account.
  2. Associate with an existing expense: an expense must be selected from the existing list of your expenses.

In the case below, we will associate the transaction with an existing expense.

- Select Associate with an existing expense

- Select the expense to associate.


The expense has been associated. The transaction is now in a Reconciled state.


Approve a reconciliation


A transaction in the Reconciliation to approve state indicates that a reconciliation has been carried out. Jenji found an expense already entered in your account with the same Date and the same Amount including tax as the transaction.

After clicking on a transaction in the Reconciliation to approve state, you see the expense that has been associated.


- You can click on the expense in question to access full details.

- After checking the data, click on Return.


You can now:

  1. Confirm the association of the expense with the transaction by clicking on 'Associate with this expense'.


In this first case, the transaction will change to the Reconciled state.



  1. Cancel the association. The transaction will revert to the Pending reconciliation state.



Sort and filter transactions


Available via the My transactions menu, you will find at the top of the list a Filters menu which will enable you to refine the list of transactions you wish to consult.


Ignore a transaction


A transaction in the Pending reconciliation state can be ignored. To do this, simply click on 'Ignore this transaction'.


If necessary, you can access previously ignored transactions at any time by using the Filter by State, then selecting the 'Ignored' state from the list.


After clicking on a transaction in Ignored state, the Restore transaction button becomes available.


Note: Any transaction in an Ignored state on your mobile will still be displayed on the web application (Transactions Personal tab). This point is currently under development by our technical team, and will be made public soon.


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