Yes, you can! And even more reporting features are coming soon!
Below are the reports you can get right from the NextPay platform:
📜 All Transactions Report
Transaction Log / Account Statement
This CSV report displays all transaction types for your account, including your starting and ending balances, to help your team align with your accounting books.
You can filter this report based on the dates and transaction types of your choice.
Path:
Manage Money > All Transactions > Filter > Apply > Export transactions:Export by TransactionsGeneral Export
Just a heads up: Your reports will be saved as .CSV files. If you need to adjust and see all the details, make sure to save a copy of the downloaded file as .XLXS file.
📜 Disbursement Reports
All Disbursements Report
This CSV report displays all disbursements based on your chosen filters.
Path:
Send Money > Disbursements > Filter > Apply > Export disbursements:Export by TransactionsExport by Disbursements
Batch Disbursement Report
A full PDF report of your batch disbursement is available for your team once it's completed.
Path:
Send Money > Disbursements > open the specific batch disbursement > Download Report
Payslip / Transfer Confirmation
An email and PDF report with the recipient's transfer details will be made available to both you and the recipient.
Path:
Send Money > Disbursements > open the batch disbursement > locate the recipient entry > click the right-most download arrow button
📜 Invoice Reports (for Pro and Pro Plus Subscribers)
This CSV report displays all invoices based on your chosen filters.
Path:
Collect Money > Invoices > Filter > Apply > Export invoices
We value your feedback! Please let us know if these reports are helpful to you. 😊