Viewing and Exporting Transaction History in 4Geeks Payments

In any financial ecosystem, maintaining a clear record of funds is critical for operational stability and financial health. 4Geeks Payments offers a robust interface for managing and reviewing your organization's financial activity. Whether you are reconciling monthly accounts, preparing for an audit, or simply tracking cash flow, accessing your transaction history is a fundamental task.

This guide provides step-by-step instructions on how to view your transaction logs, filter for specific data points, and export your history for external accounting software. By leveraging these features, finance teams can ensure accurate bookkeeping and streamline their reporting workflows.

Prerequisites

Before you begin, ensure you have the following:

• A generic active 4Geeks Account: You must be logged into the 4Geeks Console or your specific product dashboard.
• Permissions: Your user role must have Admin or Finance privileges to access sensitive financial data and export reports.
• Supported Browser: A modern web browser (Chrome, Firefox, Safari, or Edge) with pop-up blockers disabled to allow file downloads.

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How to View and Export Transaction History

The transaction history feature serves as the source of truth for all incoming and outgoing payments within your organization. Follow these steps to access and extract this data.

Step 1: Navigate to the Transactions Module

1. Log in to your 4Geeks account.
2. From the main navigation sidebar, locate and click on the Payments or Finance tab.
3. Select Transactions or History from the dropdown menu. This will open the main repository of all financial activities associated with your account.

Step 2: Filter Your Data

To locate specific transactions or prepare a focused report, utilize the filter bar located at the top of the transaction list.

• Date Range: Select a preset range (e.g., "Last 30 Days," "This Quarter") or choose Custom to define specific start and end dates.
• Transaction Type: Filter by Inflow (deposits, payments received) or Outflow (payouts, fees, refunds).
• Status: Toggle between Completed, Pending, Failed, or Cancelled to isolate specific transaction states.
• Search: Use the search bar to find transactions by specific keywords, such as a Transaction ID, client name, or specific amount.

Step 3: Review Transaction Details

Click on any individual row in the list to expand its details. This view typically provides granular information, including:

• Timestamp: The exact date and time the transaction occurred.
• Payment Method: The source of funds (e.g., Credit Card, ACH, Wallet Transfer).
• Fees: A breakdown of any processing fees deducted from the total.
• Related Entity: The customer or employee associated with the transaction.

Step 4: Export Data for Accounting

Once you have filtered the view to show the relevant data, you can export it for external use.

1. Click the Export button, usually found at the top right of the table.
2. Select your preferred file format from the options provided:
   • CSV (Comma Separated Values): Best for importing into spreadsheet software like Excel or Google Sheets, or directly into accounting platforms (e.g., QuickBooks, Xero).
   • PDF: Best for sharing uneditable, official records with stakeholders or storing as digital receipts.
3. Confirm the export. The file will automatically download to your device.

Tip: If you perform the same export regularly (e.g., "Monthly Payouts"), save your filter configuration as a Preset to save time in the future.

Common Use Cases

Understanding how to leverage transaction history can solve several business challenges. Here are two common scenarios:

Scenario 1: Monthly Bank Reconciliation

At the end of the month, your accounting team needs to verify that the balance in your 4Geeks Payments wallet matches the deposits hitting your corporate bank account.

• Action: Filtering the transaction history to the previous month and exporting a CSV file allows the accountant to line up individual payouts against bank statement lines, quickly identifying any discrepancies caused by processing times or fees.

Scenario 2: Year-End Tax Preparation

During tax season, you are required to report total revenue and total expenses processed through your digital platforms.

• Action: Instead of manually summing up twelve monthly reports, you set the Date Range filter to the full fiscal year. You export the entire dataset to Excel, where you can use pivot tables to categorize transaction types (e.g., separating gross revenue from refunds and fees) to accurately fill out tax forms.

Troubleshooting

If you encounter issues while viewing or exporting your history, check the following solutions:

• Issue 1: The Export Download Won't Start.
  • Solution: Most browsers block pop-ups by default. Check your browser's address bar for a "Pop-up blocked" notification. Allow pop-ups for the 4Geeks domain and try the export again.
• Issue 2: Missing Transactions in the List.
  • Solution: Ensure your filters are not too restrictive. Clear all filters to view the raw list. Additionally, verify if the transaction is currently in a Pending state; some default views may only show Completedtransactions.
• Issue 3: "Access Denied" Error.
  • Solution: You may not have the required role to view financial data. Contact your workspace Administrator to request Finance or Admin access permissions.

FAQs

Next Steps

Now that you have mastered your transaction history, you might want to explore how to automate your financial workflows further.

• Need to manage employee benefits? Explore 4Geeks Perks to see how benefit spending is tracked.
• Looking for deeper data analysis? Check out our guide on integrating with Power BI or advanced visualization.

For further assistance, please visit the 4Geeks Help Center or contact our support team.