After a cardholder uses their OFX card, the following steps are typically expected:

1. Transaction Confirmation: Upon completing a purchase, the cardholder should receive a confirmation receipt from the merchant. This can be in physical or digital form.

2. Review Transaction History: Refer to the following article for details on how to review your transaction history: How does a user view card transaction? 

Categorize Expenses (if applicable): Refer to the following article for details on how to categorize expenses: How can a user add expense categories to the card?

Monitor Spending Limits: Ensure that the transaction does not exceed any set spending limits associated with the card. Refer to the following article for details on how to apply spend limits: How can a manager apply spend limits on a user’s card? 

Report Discrepancies: If there are any discrepancies or unrecognised charges, report them to customer support as soon as possible. Follow the procedures outlined for disputing transactions if necessary.

Maintain Records: Keep the transaction receipt for personal records and future reference, especially for accounting purposes.

Why is this page important?
Understanding the post-transaction process helps cardholders manage their expenses effectively and ensures compliance with company policies regarding financial management.

Next Steps:

Regularly check transaction histories to ensure all purchases are accounted for and correctly categorized. Stay vigilant for any unusual activity on the card.