How to Export Charges and Payouts from Moovs
Exporting financial data, such as charges and payouts, from Moovs is a straightforward process. Follow the steps below to ensure you can retrieve and document the necessary information:
Step-by-Step Guide for Exporting Charges and Payouts
Navigate to the Finances Section: Open the Moovs platform and click on the Finances option in the left-hand menu.
Select Payouts or Payments: Depending on the type of data you need, choose either the Payouts or Payments tab.
Export Data: Click the Export button to download the data for the selected month.
Important Notes:
Monthly Exports: Moovs generates exports one month at a time. To create a report for a full year or year-to-date, you will need to export each month individually.
Combining Data: After downloading the monthly files, you can combine them into a single spreadsheet using tools like Microsoft Excel or Google Sheets.
Saving and Printing Reports
Once you have consolidated the data into a single file, you can save it as a PDF or print it for documentation purposes. This ensures you have a comprehensive record of your financial transactions. By following these steps, you can efficiently manage and document your financial data in Moovs.