Enhanced Reporting for Merchants


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