Next User Type: Admin
There are a few tables you are able to download from within J.P. Morgan Next. This article contains step-by-step instructions on how to download each list.
Budget list
In the Next Navigation Menu, select Budgets
Select the Download icon
Select Budget list
Your list of budgets downloads as a .csv file. The file includes the budget name, group, type, limit, amount spent, amount assigned, and amount available.
Budget list with roster
In the Next Navigation Menu, select Budgets link.
Select the Download icon
Select Budget list with roster
Your list of budgets downloads as a .csv file
The file includes the name, group, type, limit, amount spent, amount assigned, and amount available for each budget.
The file also includes the name, membership status, membership type, current limit, amount spent, and amount assigned for each budget member, budget owner, and card.
Payments
In the Next Navigation Menu, select Company
Select Payments
Select the Download icon
Your payment history downloads as a .csv file. The file includes the status, date posted, date submitted, amount, payment method, and last four digits of the account used.
People list
In the Next Navigation Menu, select People
Select the Download icon
A list of all the users in your company downloads as a .csv file. The file includes the users' names, email address, role, physical card status, membership status, date added, budget count, department, location, and any assigned managers and/or assistants.
Transactions
Adjusted transactions
In the Next Navigation Menu, select Transactions
Select Adjustments
Note: You may have to select the Expand icon in order to see the Adjustments link.
Select the Download icon
Your adjusted transactions download as a .csv file
Note: The file includes the date, type, and amount of each adjustment.
Declined transactions
In the Next Navigation Menu, select Transactions
Select Declined
Note: You may have to select the Expand icon in order to see the Declined link.
Select the Download icon
Your declined transactions list downloads as a .csv file
Note: The list includes the transaction ID, date, name, decline reason, merchant, amount, card name, card type, last four digits, expiration date, card program, budget ID, card ID, user ID, cardholder email, budget, and MCC.
Pending and cleared transactions
In the Next Navigation Menu, select Transactions
Select Pending and cleared
Note: You may have to select the Expand icon in order to see the Pending and cleared link.
Select the Download icon
To export only visible columns, select Only export visible columns
Select if you want to export your transactions as a .csv, .xlsx, .ofx, or .qbo file
To only export receipts, select Export receipts
The download displays in a window in the bottom right corner of the screen.
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