Managing your expenses is a critical part of maintaining a successful business. The Wells Fargo Business Elite Online Reporting service is an easy and effective way to gain greater insight into your spending and maintain more control.
This free service for Wells Fargo Business Elite Card customers will help you track and analyze your business spending, achieve expense management goals, and cut costs.
It’s easy to navigate, and you can view your company’s card transactions any time, anywhere, online.
After the simple login process, you can easily view and analyze your transactions to help understand your company’s spending patterns and identify where you can gain efficiencies.
Just go to the dashboard view of transactions, enter a time period to view specific monthly data, and then filter by date, cardholder name, card number or amount. You can include additional comments to any transaction and then export in different formats for further analysis.
This online reporting tool also allows you to create cost-saving opportunities by keeping track of when your business expenses occur. Simply enter a date range, then sort spending at the merchant category group-level, or by individual merchant. Analyze which merchants are receiving a high volume of your cardholder spend to help negotiate better rates for your company. You can drill down into the data as needed.
Our self-service reporting feature allows you to run detailed reports with multiple filters and options. Create reports tailored to your needs on a weekly, monthly or quarterly basis.
Plus, you will always have 24/7 access to monthly statements online for any cards that are tied to your business elite account. Simply select the user or card and then view or print a statement for any of the last 12 billing cycles. Individual cardholders who are not program administrators can also access their monthly e-statements and transaction list.
The Wells Fargo Business Elite Online Reporting service is free for all Wells Fargo Business Elite Card customers— just call or click the link below to enroll. Start using it today.
If you don’t have the Business Elite Card, contact your Wells Fargo Business Banker.