Enhanced Reporting for Merchants
April 11th, 2024

Fee Statement Enhancements
We've completely redesigned our Fee Statements to provide merchants with comprehensive insights into their monthly business performance.
Enhanced Monthly Overview
- Comprehensive Summary Dashboard: View total transactions, sales, fees, and net amounts at a glance
- Visual Fee Breakdown: New pie chart visualization showing fee distribution
- Performance Metrics: Clear display of refunds, adjustments, and net deposited amounts
Detailed Transaction Analysis
- Daily Sales Tracking: Complete day-by-day breakdown of sales performance
- Card Processing Volume Summary: Detailed analysis by payment method (Debit, Credit, AMEX, Discover, Mastercard, Visa)
- Transaction Type Breakdown: Separate tracking for different transaction types and processing fees
Expanded Data Visibility
- Deposits Section: Full transaction history with timestamps and amounts
- Refunds & Adjustments: Transparent tracking of all account modifications
- Disputes & ACH Rejects: Complete visibility into problematic transactions
- Volume Analysis: Detailed count and amount breakdowns for all payment types
Enhanced Deposit Reporting
Our deposit reports now provide unprecedented detail and clarity for transaction tracking.
Granular Transaction Details
- Individual Transaction Breakdown: See every transaction that contributed to each deposit
- Customer Information: Clear visibility into customer names and payment methods
- Processing Fee Transparency: Detailed surcharge and processing fee calculations for each transaction
- Net Amount Clarity: Easy-to-understand net totals after all fees
Improved Data Organization
- Sortable Columns: Filter and sort by date, customer, payment method, amount, and fees
- Payment Method Icons: Visual indicators for different card types and payment methods
- Transaction Type Indicators: Clear labeling of charges, refunds, and other transaction types
- Time Stamp Precision: Exact transaction timing for better reconciliation
Enhanced Usability
- Clean Interface Design: Streamlined layout for easier data consumption
- Better Data Hierarchy: Logical grouping of deposit information
- Export Capabilities: Improved data export options for accounting integration