Viewing Transactions on Payouts Dashboard

You can view the existing transactions on the Payouts Dashboard as described in the following sections:

Check Account Statement

Merchant can view the details of the financial transactions done within a period using Payouts Dashboard. You can download the account statement to analyse the transactions.

To view and download the account statement:

  1. Click the Account Statement tab.

    The corresponding details are displayed on the Account Statement tab.

  1. Select the period or date range using the Date filter to view the transactions. Make sure you click Apply button to save the changes.

  1. Click Download button to download the statement in CSV (Comma Separated Values)or xlsx (Excel) format.

View Payouts Details

You can view the details of the payout for a selected duration. By default, it displays the payouts done in the past seven days. However, you can update the duration as per your requirement and analyze the data.

To view the payout details for a selected duration:

  1. Click the Payouts tab to view the corresponding details.

  1. Select the period or date range using the Date filter to view the transactions.

  1. Sort the Payouts details as per the status of transaction using Filter button.

  1. Search payouts details associated with a particular Merchant Reference ID.

  1. Click Download button to download the Payouts report in the CSV (Comma Separated Values) or XLSX (Excel) file format.

View Details of Deposits

You can view the details of deposits done in a specific period using the Payouts Dashboard.

To view the details of deposits:

  1. Click the Deposits tab to view the details of the deposits.

  1. Select the period or date range using the Date filter to view the transactions.

  1. Click Download button to download the Payouts report in CSV (Comma Separated Values) or xlsx (Excel) file format.

View Details of Deposits

You can view the details of deposits done in a specific period using the Payouts Dashboard.

To view the details of deposits:

  1. Click the Deposits tab to view the details of the deposits.

  1. Select the period or date range using the Date filter to view the transactions.

  1. Click Download button to download the Payouts report in CSV (Comma Separated Values) or xlsx (Excel) file format.

View Payouts Pending for Approvals

You can view the details of payouts with the pending status. Certain payouts (significantly high amount) are sent for approval through the Maker-Checker Workflow. Unless the approval is received for such payouts, it will be kept in the Pending Approval state.

To view the details of payout in the pending state:

  1. Click the Pending Approvals tab to view the details of the pending payouts.

  1. Select the period or date range using the Date filter to view the transactions.

Note: You can send an approval reminder to the checker for single or multiple payout records. Otherwise, you can select and mark the single or multiple payouts records as Cancelled.

  1. Select the checkbox corresponding to the payout record(s).

On selecting, Send Reminder and Cancel Selected options are enabled.

  • Click Send Reminder option to send approval reminder to the respective Checker.
  • Click Cancel Selected to mark the selected payout record(s) as cancelled.