Transaction Tracking and Overview
Transaction View
The Transactions page displays all financial activity from your Saturation Pay account including:
Transaction amounts and merchant names
Date and time of each transaction
Cardholder information for card purchases
Project assignments
Budget categories
Payment methods used
Filtering Options
Organize transactions using built-in filters:
Date ranges (custom or preset periods)
Specific projects or workspace-wide
Transaction types (card purchases, payments, deposits)
Budget categories
Individual cardholders or vendors
Categorizing Transactions
Manual Categorization
Assign transactions to budget categories for accurate cost tracking:
Select individual transactions or use bulk selection
Choose the correct project and budget line item
Apply categorization to selected transactions
Budget actuals update automatically
Bulk Categorization
Process multiple similar transactions efficiently:
Select all visible transactions of the same type
Apply project and budget category to entire selection
Perfect for recurring expenses like meals, gas, or equipment rentals
Only works with transactions currently displayed in your view
Automatic Integration
Properly categorized transactions immediately update your project budgets, providing real-time cost tracking against planned amounts.
Sending Vendor Payments
Payment Methods Available
ACH Transfer: Standard electronic transfer to vendor bank accounts
Domestic Wire: Faster transfer option for urgent payments
Processing Time: Typically 1 business day for both methods
Limitations: International vendors not currently supported
How to Send Payments
Go to your workspace Banking section and click on Funds
Click "Move Money" and select "Send Payment"
Or use the "Send Payment" button from project Funds page
Payment Information Required
Vendor name and contact details
Bank routing and account numbers
Payment amount and description
Project and budget category assignment
Supporting invoices or documentation
Payment Verification
Double-check routing and account numbers before sending. Most payment failures occur due to incorrect routing numbers.
Account Requirements
Your Saturation Pay account must have sufficient funds to process payments.
Payment Links for Vendor Requests
Payment Links streamline vendor payments by allowing vendors to submit their own payment requests with required documentation.
Creating Payment Links
Go to your workspace Banking section and click on Funds
Click "Move Money" and select "Payment Link"
Or use the "Payment Link" button from project Funds page
Link Configuration Options
Document Requirements
Tax Documents: Require W-9 forms for tax compliance
StartWork Integration: Require signatures on NDAs, contracts, or other legal documents
Custom Requirements: Set specific documentation needs per project
Link Management
Payment links remain active until manually deactivated
Same link can be reused for multiple payment requests
Links can be shared with multiple vendors for the same project requirements
Vendor Experience
When vendors access your payment link:
Sign into Saturation (account created if needed)
Upload required tax documents and sign contracts
Submit invoice and payment details
Request enters your approval workflow
Vendor information saved for future payments
Invoice Management and Bill Pay
Supported File Types
Upload invoices and supporting documents in common formats:
PDF documents
JPEG images
PNG images
Other standard image and document formats
Automatic Data Extraction
When you upload an invoice first, Saturation can automatically extract:
Vendor name and contact information
Invoice amount and date
Payment terms and due dates
Line item details
Manual Invoice Entry
For payments without invoices or when automatic extraction needs adjustment:
Enter vendor information manually
Add payment amount and description
Select project and budget category
Attach any supporting documentation
Submit for processing
Bill Pay Workflow
Upload or manually enter invoice information
Review extracted data for accuracy
Assign to correct project and budget category
Submit payment request
Process through approval workflow if configured
Payment sent automatically after approval
Approval Workflows
Approval Triggers
Approval workflows can be configured for:
All vendor payments and bill pay requests
Transactions over specific dollar amounts
Payments to new or unverified vendors
Project-specific approval requirements
How Approvals Work
Payment request submitted by team member
Request appears in designated approver's dashboard
Approver reviews payment details and documentation
Single-click approval or rejection
Approved payments process automatically
Approval Notifications
Automatic email notifications to designated approvers
Dashboard alerts for pending approvals
Approval Levels
Multiple approval levels for large amounts
Different approvers for different payment types
Project-specific approval workflows
For detailed approval workflow setup and configuration, see the complete Approval Workflows guide.
Receipt and Documentation Management
Receipt Uploads
Attach receipts and supporting documents to any transaction:
Drag and drop files directly onto transactions
Upload through transaction details page
Mobile upload via Saturation Wallet app
Document Organization
All documents stored securely with transactions
Preview files without downloading
Searchable by transaction details
Complete audit trail for accounting and tax purposes
Real-time Budget Integration
Automatic Updates
When transactions are properly categorized:
Project budgets update immediately
Actual spending reflects against planned amounts
Real-time cost tracking across all projects
No manual entry required for budget management
Category Assignment
Transactions only update budgets when:
Assigned to specific project
Categorized to budget line item
Both project and category selected
Budget Reporting
Categorized transactions provide:
Current spending vs. budget comparisons
Project cost summaries
Department and category breakdowns
Real-time financial reporting
Troubleshooting Payment and Transaction Issues
Payment Failures
Verify recipient bank routing and account numbers
Check sufficient funds in your Saturation Pay account
Confirm vendor information is accurate and complete
Ensure payment amount doesn't exceed account balance
Missing Transactions
Allow 1-2 business days for transaction processing
Check that card transactions were approved by merchant
Verify transactions are from connected Saturation Pay account
Review transaction filters if specific transactions don't appear
Categorization Problems
Confirm project and budget category exist in your workspace
Check that you have permission to assign to specific projects
Verify transactions are selected before applying bulk categorization
Ensure budget line items haven't been deleted or renamed
Vendor Payment Issues
Double-check routing numbers match vendor's bank requirements
Verify vendor bank accepts ACH or wire transfers
Confirm vendor information is complete and accurate
Check that payment approval workflow is complete
Payment Link Problems
Verify payment link is still active and not deactivated
Check that required documents are properly configured
Ensure vendors can access and log into Saturation
Confirm vendor submitted all required documentation
Approval Delays
Check that designated approvers received notification emails
Verify approvers have appropriate permissions and access
Confirm approval workflow is properly configured
Contact approvers directly for urgent payment needs