Export custom reports / statements to excel for reconciliation, payment history

As a PlacePay Manager / Operator, you can download a csv spreadsheet from your PlacePay Dashboard by following the instructions below.

This is the best way to find answers to historical problems or to analyze your transaction data. After logging into your PlacePay Dashboard, do the following:

1. Open the Reports Window by either, clicking "Transactions" and then clicking "Download" (as pictured below) OR by clicking the down arrow icon.

2. Under the Report Window you can select several different default reports. The most comprehensive report is the "Transactions Report". This will include payment and deposit details for all payments including pending payments. 

3. Select Date Range OR (Pro-Tip) leave the date fields blank to pull a complete history. If you have multiple payee/locations (ie deposit accounts), you can specify which "Deposit Account" you wish to see or leave it set to "All" to see complete data across all accounts.

Once you have downloaded the file open it in excel or google docs you can sort the columns to make your own custom reports, annual statements, failure reports, or analyze your data in any way you wish. Here are a list of data points available in the transaction report: