Keeping track of your payments and payouts is essential for managing cash flow and ensuring accurate bookkeeping. Spectora makes it easy to download detailed payout information directly from your account, helping you monitor income, track client payments, and organize financial data for tax purposes or financial reporting.
Here’s a quick guide on how to access and download payout information in Spectora.
Downloading a Payout File
Follow along with the steps below to see how to download a payout file.
Click "Settings"
Click "Payments"
Click "Payouts"
Click the download icon on the right
Click "Download File"
The spreadsheet file will show all the information for the payout
What's Included in the Payout Download File
Transaction ID
Payment Type
Amount
Fees
Net Retained
Date of Transaction
Inspection Link
Client Name
Benefits of Downloading Payout Information
Easier Bookkeeping: Having all payouts in one downloadable file makes it simple to keep accurate records.
Financial Insights: Understanding your payout history helps you manage your finances better and identify high or low-earning periods.
Streamlined Tax Prep: A complete payout history can make tax preparation faster and more organized.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!