Bank Transfers Report

The Bank Transfer Report pulls information on your bank transfers and payouts, including the fee breakdown and refunds.

NOTE: You will need to have your bank account connected in order to generate a Bank Transfers Report

1. Open your Dashboard
2. Click on the Financials tab
3. Selecting Banking
4. (Optional) Select a date range  
5. Your bank transfer records will generate with the most recent completed transfer at the top 
6. To export the Bank Transfers Report, click Export Transfers at the top right

In this report, you will see the following in an excel sheet:

• Paid Date
• Transfer ID
• Transfer Status (e.g. Paid etc...)
• Created Date
• Order ID
• Order Description
• Client Name
• Client Email
• Locations
• Activities
• Schedules
• Type (Charge, Fee Refund, Refund)
• Gross
• Fee
• Total