Manage Finances

Manage Finances

The settings under the Finances function allows you to view a comprehensive financial dashboard and generate detailed reports (in Google Sheets format) that break down merchant remittances, master file data, and other deductions. This is essential for tracking revenue, reconciling payments, ensuring tax compliance, and maintaining accurate financial records — helping you avoid discrepancies and make informed business decisions.

Configure your financial data by following these steps:

 

1. Review the interface dashboard.

 

2. To view the comprehensive breakdown, click “View Report”. You will be led to a Sheet with the following tabs:

• Merchant Remittance Report
    

 

• Master File
    
    
  
    
  
  
• Refunds
    
• Other Deductions