Learn how to easily locate and use transaction IDs in your Alternative Payments dashboard to simplify your reconciliation process.
Now, you can view a transaction ID associated with each of your payouts. This ID simplifies the reconciliation process and provides a clear reference for each invoice in your Alternative Payments dashboard and your bank statements. Follow the steps below to locate the transaction ID:
Accessing the Transaction IDs in Your Alternative Payments Dashboard
- Log in to Your Account: Visit Alternative Payments and log in with your credentials.
- On the left-hand side menu, click on Accounts Receivable.
- Select Transactions from the dropdown menu. In the Transactions section, ensure you are on the Payouts tab.
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Locate the Transaction ID:
- Each row in the transactions list represents an invoice.
- Find the column labeled Transaction ID to see the unique ID for each invoice.
Accessing the Transaction IDs in Payout Reports
The transaction ID is also included in your payout reports, which can be accessed and exported for your records:
To export the Payout Report:
- Click the Export (.CSV) button on the top-right corner of the Transactions page to download a comprehensive report.
- The downloaded report will include all transaction IDs, ensuring seamless reconciliation.
That’s it! Transaction IDs are available in your Alternative Payments dashboard, in the payout report and in your bank statements. This ensures that all payouts can be easily tracked and matched with your financial records, simplifying the reconciliation process.
If you have any questions or need further assistance, please contact our support team at customersuccess@lternativepayments.io
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