Easily view all transactions across your entire organization. You will be able to look up:

  • Offline and online transactions
  • Transfers to and from your bank account
  • All paid, upcoming, and past due payments 


Here's how it works! 


The Invoices View

The Invoices tab shows you a list of all payment items and statuses for each player.

You can find exactly what you are looking for by filtering the results by player, team, payment status and date range.


Invoice Filters

To help you find exactly what you are looking for, you can filter the results by player, team, payment status and date range.

 
Filter TypeDescription
Filter by PlayerFind a specific player or a group players, such as All ‘Not Signed Up’ Players
Filter by TeamFind a specific team or all archived teams
Filter by Payment StatusFind invoices with a specific payment status (e.g. paid, upcoming, stopped, refunded, etc.)
A payment item may have more than one status. For more detailed information, check out our guide on payment statuses.
Filter by Date RangeFind transactions for a specific date range

 

For example, if you wanted to find all the players who have not signed up for Groundwork and also have past due payments, you can apply these filters to find that complete list of players. Export this list by clicking on the Export Current View button.


Another common use for this feature is to export an individual player’s payment schedule. Here’s an example if we wanted a specific player’s payment schedule for a specific team within this year to date. 


Invoice Details

Each description links to the Invoice Details which lists all transactions related to that invoice. Related transactions may include the invoice payment, any transactions incurred if the payment fails, and the related Transfer Out transaction.





 

The Transactions View

The Transactions tab lists out all the invoice payment-related transactions that impact your account. 



Transactions Filters

To help you narrow down the exact transactions you are looking for, you can filter the results by date range, transaction type, transaction status and payment method.

 

 
Filter TypeDescription
Filter by Date RangeFind transactions for a specific date range
Filter by Transaction TypeFind a specific type of transactions (e.g. invoice payment, invoice refund, transfer out or in). Fees are considered payments out.
Filter by Transaction StatusFind invoices with a specific transaction status (e.g. settled, processing, failed, etc.)
For more detailed information, check out our guide on payment statuses.
Filter by Payment MethodFind transactions for a specific payment method (Bank or Card)

 

Transaction Details

As with the Invoice Details, each description links to the Transaction Details which lists all transactions related to that invoice. 



If you’re looking for an itemized list of all invoices included in a transfer to your bank, you can find it in the the link attached to the description of the Transfer Out. You can then export the list as a .csv file to share with your bookkeeper.



Pagination

You can elect to see 10, 25, 50 or 100 transaction lines per page. Then use the page number navigation to move from page to page.




Export Current View

Once you have applied your filters and the results are exactly as you want them, you can export the data to a .csv file by clicking the export current view button.


This will export the results exactly as they are on the page with the specified filters you have applied. Here's an example of how the exported CSV file will look like:



If you have any questions about this, feel free to reach out to us through the chat widget at the bottom corner of your account or email us at [email protected].