The "Transactions Export" report on the Reports page will export all transactions within Enrollsy and the class or program tied to that payment to a CSV spreadsheet. You can then sort and manipulate this report to pull the necessary information. This will allow you to find all transactions within a specific Enrollment Period, Program, or Class.
NOTE: This feature is mostly used to import payments into an external accounting software. We recommend using the Transactions Report for a more convenient version.
Unlock the Feature
First, make sure that Enrollsy has unlocked this feature for you. If you want this feature, and it’s not already unlocked, let us know via chat, and we’ll unlock it for you!
The "Transaction Export" report shows the following information:
ID (if applicable)
Processor transaction ID
Processor transaction amount
Amount
Last 4 (if the payment method is a credit card)
Type (payment method)
Posted at
Posted by
Item index
Item name (charge item)
item type (fee)
Item amount
Private comment
Invoice memo
ACH status
Classification (payment account)
Account ID (ID of the specific account; searchable within Enrollsy)
Location
Invoice number
Enrollment period
Program option(s) - List all Program Options
Example:
