Automate transaction reports

samcooke
samcooke Confirm Email, Member Posts: 2 ✭
in Ask The Community
Hi,

Can I automate a report of transactions each month and email them to me? I need to provide access to my account to my book keeper, and it does not seem like there is a way to add view-only access, so the next best would be automating a report.

I can write code if there is an API.

Thank you,

Sam Cooke
Clarksdale, MS

Comments

  • Kiara_Payoneer
    Kiara_Payoneer Administrator, Moderator, VIP Member Posts: 523 ✭✭✭✭✭✭

    Hi @samcooke,

    Thank you for your question. Unfortunately, we do not offer automated transactions report service at this time. However, you can download a detailed transaction report directly from your account.

    To access your transaction report, simply log in to your account and follow these steps:

    1. Click the "Account Activity" tab
    2. Under Reports and Statements click on "Monthly statement"
    3. Choose the relevant card/balance/bank account and date
    4. Select the preferred file format, this can be PDF or a CSV file
    5. Select "Download"

    If you have any further questions or concerns, please do not hesitate to contact us. We're always here to help.

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