Card and Payment Tables, Redesigned for Faster Review
July 31, 2026
Card and Payment Tables, Redesigned for Faster Review
In this article
Reviewing card transactions at month-end meant opening each one to check its category. Uploading a receipt meant opening the sidebar, attaching the file, closing it, and moving to the next row. On the Payments side, you couldn't see which category a payment was assigned to without clicking into it. So we've redesigned them to make things easier.
What Changed
- The Card Transactions and Payments tables have been rebuilt into working surfaces for expense review
- The Card table now supports inline category editing and at-a-glance receipt tracking, so you can recategorize and attach receipts without leaving the page
- The Reap Pay table shows the category assigned at payment creation directly in the table
- Both tables share a consistent layout but handle editing differently based on how each product is used
The Card Transactions Table
| Element | Before | Now |
|---|---|---|
| Activity column | Raw merchant strings | Renamed to Merchant, with cleaner merchant names |
| Category | Not in the table; buried in the transaction detail sidebar | New column, inline editable. Click the cell, select from a grouped dropdown, done |
| Receipt column | View-only | Replaced by Receipt. Icon shows whether a receipt is attached or missing. Click the plus icon to upload inline |
| Status column | Visible column (Pending, Cleared, Refunded, Declined) | Removed from the table. Filter by status using tabs at the top instead |
| Cleared Date | Shown alongside the transaction date | Moved to the transaction detail sidebar |
| Amount | Displayed in the transaction currency only | Shows the equivalent in your base currency (USD or HKD) alongside the original amount, so you can compare transactions without opening each one |
| Review | Separate column | Removed; review status consolidated |
| Deposits & Repayments | Shown as line items in the transaction table | Removed. Deposits are now in the Treasury table; repayments are in Balance & Statements |
The Payments Table
| Element | Before | Now |
|---|---|---|
| Category | Not visible; had to open each payment | New column, display-only. Shows the category set at payment creation |
| Payment Status | Labeled "Payment Status" | Renamed to Status (Draft, Awaiting funds, Under review, Failed) |
| "All" filter tab | Showed a count badge | Count badge removed. Individual status tabs keep their counts |
Where Things Moved
Several elements have moved to more specific locations in Reap Direct. Here's where to find them.
Treasury Page showing Repayments and Fund-i
Deposits: No longer in the Card Transactions table. Go to the Treasury table in the left navigation.
Repayments: No longer in the Card Transactions table. Go to Balance & Statements in the left navigation.
Transaction status (Card): No longer a column. Use the filter tabs at the top of the Card Transactions table: Pending, Cleared, and Declined. Each tab shows a count. Declined transactions also display a label next to the merchant name in the table row, so they're visible without switching tabs. Full status details remain in the transaction detail sidebar.
Cleared date (Card): No longer in the table. Click any transaction row to see the cleared date in the transaction detail sidebar.
How to Edit a Category
Category editing works differently on each table.
Card Transactions (inline): Click the category cell directly in the table row. A grouped dropdown appears. Scroll to the category group, select the category, and it saves automatically. No sidebar, no save button. To clear a category, click the X in the category cell.
This is built for speed. Card transactions are high-volume, and MCC auto-assignment means categories frequently need correction during month-end review. Inline editing keeps you in the table for the entire pass.
Payments (sidebar): Click the category shown in the Payments table row. This opens the transaction detail sidebar with the category field editable. Make your change in the sidebar. Reap Pay categories are set when you create a payment and rarely need correction, so the sidebar gives you the full payment context alongside the edit.
How to Upload and Track Receipts
The Attachment column in the Card Transactions table shows receipt status at a glance. Transactions with a receipt attached show a document icon. Transactions missing a receipt show a plus (+) icon.
To upload: click the plus icon on any row. A file picker opens inline. Select your file and it attaches without opening the sidebar.
To find all transactions missing receipts: use the filter bar to filter by attachment status. The Attachment column makes it easy to scan which rows still need documentation.
Get Started
The upgraded tables are live now and apply automatically. No setup or opt-in required. You'll see the new layout the next time you open Card Transactions or Payments in Reap Direct. Your transaction data and existing categories are unchanged.
For a walkthrough of the new table layouts, category editing, receipt uploads, and answers to common questions (where deposits and repayments moved, how to check transaction status), visit the help centre: Understanding the Upgraded Card and Payment Tables → Link