Manage Pay Out Transactions in the UI

The Pay Out Transactions report is a list of all payout transactions across a specified period. From the report page, you can get an overview of the total count and amount of these transactions, or view and work with individual transactions.

View your Pay Out Transactions report by navigating to Money Out > Reports > Transactions.

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Overview

The main transactions screen gives you a high-level overview of your company’s payouts. This view is customizable: you can include whichever transaction-level details are most meaningful to your organization. To do so, click the Columns icon and select the columns to display in your transactions overview.

The default report period is the last 60 days, but you can change this using filters. For quick filtering, click one of the status options at the top of the screen: Authorized, Captured, Processing, Processed, Paid, or Cancelled.

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Work with a transaction

To open an individual payout transaction, locate the transaction you’re interested in and click the three-dot icon in the Action column. In the menu that appears, select an action:

• Choose Quick View to open the Transaction Details panel. This panel displays basic information about the transaction itself and the vendor who received it. From here, you can cancel the payment or view included bills, or open the vendor’s dashboard by selecting Vendor Information.
• Choose View Vendor to go directly to the vendor’s record.
• Choose Capture to add the transaction to the batch for payout. Follow the prompts in the modals that appear to complete this action.
• Choose Cancel Payment to cancel the transaction. In the confirmation modal that appears, follow the prompts to complete the cancellation.
• Choose Send VCard Link to send a vCard link for the transaction (only available for virtual card payouts). In the modal that appears, follow the prompts to send the link.

The actions available depend on the individual payout transaction’s status and other variables.

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Export transaction list

To download a list of transactions, first filter the report, then click the Download icon and select a format. The file will be downloaded to your device.