Export Payouts to CSV from Payouts Page

Problem Statement:

  • The Payouts page (Settings > Payments and Payouts > Payouts) shows actual bank deposits but lacks an export-to-CSV option
  • The Metrics > Exports > Reservations & Financials export doesn't always match actual bank deposits
  • This makes it difficult to reconcile actual bank deposits with records

Current Workaround:

  • Manually reviewing the Payouts page in Hospitable
  • Attempting to use Metrics exports, but they don't always align with actual bank deposits

Impact:

  • Time-consuming manual reconciliation of bank deposits
  • Potential for errors when matching payouts to bank statements
  • Difficulty generating accurate financial reports for accounting/tax purposes

Proposed Solution:

  • Add an "Export to CSV" button on the Payouts page that exports actual bank deposit data

Unlock:

  • One-click export of actual bank deposits for easy reconciliation
  • Accurate financial reporting and tax preparation
  • Reduced manual work and potential for errors

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Upvoters
Status

New

Board

πŸ’‘ Feature requests

Date

About 2 months ago

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