How do you give your finance team access to payout information?

AmyRR
New Member
1 0 0

My finance team is requesting payout information.  They had ownership of our previous instance of shopify but we were only using the checkout features.  Ownership would allow them too much access. How do you handle this?

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Victor
Shopify Staff
Shopify Staff
972 84 225

Hi @AmyRR,

As you've referenced, payout information can only be viewed directly in the admin by the account owner. If you're wanting to share this information with another party, I'd suggest exporting the payout data so that it can be shared with whom you wish. This can be done by heading to Settings > Payment providers, clicking on "Payouts", and then choosing the Export option in the top corner.

Kind regards,

Victor | Shopify Social Care

Victor | Social Care @ Shopify 
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Report-Pundit
Excursionist
145 0 11

Hello @AmyRR,

This is John from Report Pundit app.

Report Pundit has a password-protected sharable link feature in which you can share any type of reports (including Payout reports) to your staff members, accountants, finance team, etc, without sharing the Shopify login credentials.

Your finance team can change the date range, sort or filter the report.

Report Pundit can also provide detail behind each payout. You can know the product name, order detail, and many other custom fields behind each payout deposit.

Contact us at support@reportpundit.com or our live chat support team for help in creating reports.

Thanks,
John

Report Pundit - Instant reports and custom dashboards
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