Export financial transactions

Follow these steps to export transaction data for reporting or reconciliation.

1. Find the customer whose transactions you want to export.

2. In the blue pane, locate the Merchant account, then click Financial.

3. On the Financial Transactions page, click Advanced.

4. Enter your search criteria, then click Apply.

   Field	Description
   Reconciliation Status	Whether the financial transaction was successfully matched during reconciliation Matched – Transaction has successfully reconciled with a corresponding record Undermatched – Transaction is not fully reconciled. A matching record is missing or incomplete. Overmatched – Transaction has multiple potential matches, leading to an inconsistency that requires review
   Transaction type	For example, Bank Deposit, Bank Withdrawal, Transaction Fee, Customer Transfer.
   TXN ID	Internal ID of the financial transaction
   External Reference ID	External ID of the financial transaction. Only applies to third-party transactions such as POLi.
   Amount from Amount to	Amount range in cents. You can also use the slider to enter the amount up to which you want to search.
   Date From Date To	Date range you want to search
   Include Interest And Tax Transactions	Select the checkbox if you want the search results to include interest and withholding tax transactions.

   The search results are displayed.
   
   

5. Click Advanced > Export. The transactions are exported to an Excel-compatible file.