In this article, you will learn how to get insight on your Workiz Card spending habits.
Workiz Cards are powered by Workiz Pay, giving you access to a line of credit that you can use to support your business’s day-to-day operations. Workiz Cards come at no cost to your business — no fees, no interest, and no impact on your credit score.
Workiz Card comes equipped with intuitive spend insights, giving you access to critical spend data at a glance. With spend insights, you’ll be able to see things like:
- Spend by card
- Spend by category
- Monthly top spenders
- Monthly top categories
- Monthly largest transactions
- Spend compared to last month
Accessing spend insights
- From the sidebar navigation, select Workiz Pay
- Select the Workiz Cards tab
- Next to Spend insights, select More insights
- Review your insights
Reviewing transactions
Workiz also gives you access to review all of your transaction history. This log contains information such as the merchant, last four digits of the card, and transaction total.
- From the sidebar navigation, select Workiz Pay
- Select the Workiz Cards tab
- Scroll down to Transactions