To the hardworking accounting and finance staff out there - we got you. One of the benefits of Payments is simplified reconciliation, so you'll be able to view or print reconciliation deposit reports by batch date, transaction, and amount for a given date range. This is only for Payments powered by Stax standalone customers only. If you're integrated with Virtuous CRM+ you will get your reconciliation reports from there.
Where to Reconcile Payouts
Go to your Payments dashboard and then on the left-hand side, click Reports.
From the Reports screen, go to the Reconciliation box.
Click Open to access your Reconciliation report.
Select your desired date range to pull up your list. You can click the icon in the "Go to" column to pull out payment details in the payments screen. When you have the information you need from your list, you can click the "Export" button to download a CSV file with this information.