thread Re: Deposit Report no longer an option in Archived Discussions (Read Only)

Deposit Report no longer an option

jcgm — Wed, 04 Dec 2019 14:48:56 GMT

I used to use the Deposit Report but it no longer appears as an option.

How do I get a report listing every transaction including Square Fees and Net Deposit amounts?

Re: Deposit Report no longer an option

RTS1 — Wed, 04 Dec 2019 16:21:09 GMT

I got on this morning looking for the same report and can't find it. Is there an alternative way to access it now? Any help would be appreciated!

Re: Deposit Report no longer an option

Helen — Wed, 04 Dec 2019 17:09:39 GMT

Hello @jcgm @RTS1! You should be able to access the same report from the Balance section of your Dashboard - the Deposit Reports is now called Transfer Reports.

I'm sorry for any confusion! There's more information about this name change in this Product Update: Deposits are now called Transfers.

If you have any other questions please let me know!

Re: Deposit Report no longer an option

RTS1 — Wed, 04 Dec 2019 17:17:37 GMT

Thank you for your help @Helen!

Re: Deposit Report no longer an option

Helen — Wed, 04 Dec 2019 17:33:06 GMT

You're welcome!

Re: Deposit Report no longer an option

ThorsonGraphics — Mon, 09 Dec 2019 14:05:24 GMT

Is there a fast easy way to print out this report for a months worth for my accountant?

Re: Deposit Report no longer an option

Joe — Tue, 10 Dec 2019 18:38:52 GMT

Thanks for chiming in here, @ThorsonGraphics!

Your Transfer reports should be customizable by time frame from your Online Dashboard within the Transfer Reports tab. Once you've garnered the data you are looking for, you can then easily download this information into a CSV or Excel file from the upper right-hand corner of the report.

If that misses the mark in what you are looking for, please let me know!

Re: Deposit Report no longer an option

TN159 — Wed, 05 Feb 2020 19:06:29 GMT

When I go to the place you suggested, I can see what I'm looking for on the screen, but when I hit export, I'm not receiving a transfers report but instead a transaction report. How do I get the report of transfers exported. I do not want all transactions, just the transfers.

Re: Deposit Report no longer an option

nika — Thu, 06 Feb 2020 15:07:04 GMT

Hey @TN159 - To your point, you are in the right spot on the Dashboard. When you choose to export your transfers, the export will include each transaction that was included in each transfer. The report won't show each transfer individually.

If you just want to see the transfers without all the transactions included, you can take a screenshot of the transfers that appear on the main screen of the Dashboard on that Transfers page.

Re: Deposit Report no longer an option

RobinsNest — Mon, 10 Feb 2020 21:47:02 GMT

Deposit report was a much better description and Transfer Report is not listed under Reports. This is becoming so very very irritating. Please stop moving stuff around and changing the names.

Re: Deposit Report no longer an option

RobinsNest — Mon, 10 Feb 2020 21:49:38 GMT

Also, since you have moved, renamed and changed the Deposit Report will you please add the Invoice reference to the report. You have created a nightmare for me and much added time in trying to reconcile payments to invoices since this 'change.'

Re: Deposit Report no longer an option

TN159 — Mon, 10 Feb 2020 21:53:59 GMT

I just want to clarify, it is not the same report. I used to be able to run a report that showed just the amount of the total deposit, not each transaction and the date it was deposited. I need a report to run on deposits or transfers.

Re: Deposit Report no longer an option

Joe — Tue, 11 Feb 2020 22:25:24 GMT

Hi there, @RobinsNest - I appreciate you adding this feedback here. I want you to know that your voice matters to us, and I will pass along your post to our Product Teams.

We will always constantly look for and implement changes to make our product more streamlined and accessible for all. This will sometimes result in the movement and positioning of different features on the Online Dashboard - and we will try to do a better job of notifying our Sellers before these changes take affect.

Again, really appreciate your feedback and suggestions here. Passing along!

Re: Deposit Report no longer an option

HugoSchmidt — Fri, 28 Feb 2020 15:47:03 GMT

Thanks for this information. But can I save the report and have it automatically e-mailed?

I would like a weekly e-mail to be sent to me with the sales vs fees. Is that even possible?

Re: Deposit Report no longer an option

ashc — Sat, 29 Feb 2020 15:16:47 GMT

@HugoSchmidt Unfortunately not no.

This is something you'll need to access your Dashboard to get.

Re: Deposit Report no longer an option

creekviewms — Sun, 22 Mar 2020 20:44:44 GMT

I agree, I need to be able to export the deposit total that matches the bank ( but be able to see what net transaction - fees make it up). I know we can see it on the screen, but I really need to be able to print it

Re: Deposit Report no longer an option

Joe — Mon, 23 Mar 2020 12:52:01 GMT

Thanks for adding your voice here, @creekviewms. The best workaround here would be to screen shot your report and print from there. Going forward, if we make any changes to this feature, we will be sure to vocalize them here on this thread.

Re: Deposit Report no longer an option

RobinsNest — Tue, 24 Mar 2020 18:00:22 GMT

Please restore the 'Deposit Report' option with details and summary options, that include 'Refunds' for bank reconciliation. As it is refunds are not showing up in the Sales Summary.

Re: Deposit Report no longer an option

RobinsNest — Tue, 24 Mar 2020 18:01:10 GMT

Please restore the 'Deposit Report' option with details and summary options, that include 'Refunds' for bank reconciliation. The Sales Summary is not reflecting 'Refunds'

Re: Deposit Report no longer an option

Joe — Tue, 24 Mar 2020 18:29:49 GMT

Thanks for the feedback here, @RobinsNest. Passing this along to our Product Teams!