Track your Bankroll movements in detail — reloads and bankroll debits — by date or by period, and export the data in CSV format.
Step 1 : Access Reporting
In the left menu, click on Bankrolls
Click on Bankroll
Click on the Reporting tab
Step 2 : Export the data
Click on Export as a .CSV file in the top right corner
In the window that opens, fill in :
Email : the address at which you wish to receive the file
Start date and End date : the period to export
Export type :
Transactions — list of all transactions over the period
Available funds — status of available funds on the bankroll
Click on Confirm
Transactions file content
The CSV file contains for each transaction :
Type : reload or bankroll debit
Establishment concerned
Source : cash register, online ordering, etc.
Amount
Date and time