Transaction history
Every card payment, deposit and refund appears in Transactions in the dashboard, with filters by type, status, team member and date. The Owner, Admins and Accounting can see all company transactions. Members only see their own.
Bank statements
You can download statements for your accounting team from the dashboard.
Scheduled reports
Admins can set up transaction reports that are sent automatically:
Daily, weekly or monthly
Filtered by transaction type, status and team members
Sent to selected roles or any email address, including your external accountant
Reports can be paused and resumed at any time.