If a business card transaction isn't showing up in the Transaction tab of your Melio expenses page, it may not be an error! Instead, if a transaction is missing, it may just be slightly delayed or your card isn’t fully connected yet.
Here's how to check your card’s connection status and troubleshoot transaction issues.
In this article:
- Why a transaction might be missing
- Troubleshooting steps to follow when you can’t find a transaction
- Still not seeing your transaction?
Why a transaction might be missing
- The purchase happened before the card was connected. Melio only pulls in transactions made after a card is connected to Expense Management.
Purchases made before the card is added to the Expense Management page will not populate in the ‘Transactions’ tab.
- The transaction is still processing. Some transactions can take up to 24 hours to appear on your dashboard.
- The card is in an error or disconnected state. If the card connection was interrupted, not completed, or deactivated, new transactions won't sync into Melio until the connection is restored.
Troubleshooting steps to follow when a card transaction is missing
1- Confirm the date the card was connected to Expense Management, and compare it to the date of the purchase you are looking for in the ‘Transaction” tab. If the purchase happened before the connection date, it will not appear.
2- Some transactions may take up to 24 hours for it to show up in the Transaction tab! As long as the purchase happened after the card was connected, try waiting until the next business day to see if the transaction populates.
Purchases made over the weekend with an Amex business card have a longer delay than other credit cards and may not appear until the following Monday.
3- If the card shows as disconnected or in an error state, you’ll need to reconnect it before checking again.
4- A card transaction may be under the wrong categorization. Check with the Owner or Admin of the account to confirm if it is under the incorrect transaction group.
Still not seeing your transaction?
If you've reviewed this guide and followed the troubleshooting steps, and you are still unable to locate the transaction, there may be a technical issue that needs to be resolved. While this is uncommon, Melio Support is here to help.
Please review this guide on how to reach out to us for assistance.