Shopify Payments - Access to Payout Data by Finance Users

Shopify Partner
1 0 3

How are people who are using Shopify Payments handling the fact that only the Store Owner can access Shopify Payouts? 

Shopify says this is a security issue but then suggests we share the Owners login with Finance. That's a no.If it was truly a security issue it would be buried in Admin and would be its own permission.

It's not sustainable to have the store owner email a report to Finance -- it can't even be scheduled, per Shopify support. And if there is a reconciliation issue, the payout detail is not available in a report, only in Shopify Admin and only to the store owner. 

We don't understand how this isn't a big issue with other customers. We've asked for a product enhancement, but who knows if it will be accepted and if so, when. Our store isn't live yet, so we have no idea how often Shopify updates its product. 

We'd love to hear from other users, and if this IS a problem for you, please log a request with Shopify!

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New Member
2 0 1

I am having this problem as well.  My AR person needs access to ensure cash is recorded correctly and to save the details, but they cannot download the report.  Now, I need to download the report for them each time.  Not effecient, and there is no reason to open up the rest of security, just so they can access this one reporting function from Shopify.

1 Like
New Member
2 0 2

This is a problem for us too - our accountant needs to view Shopify payouts and we absolutely cannot give full permissions

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Shopify Partner
7 0 1

Running into this as well. About to jump on chat with support and see what they can tell me. This seems ridiculous.

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New Member
1 0 0

Yeah, ridiculous. Something like this would only be this way on purpose. Can't believe it's that hard to change. And can't understand why it would need to stay this way.

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New Member
1 0 0

I just realized I have this very same issue.  I need 1-2 of my users to have access to the payout report so they can book the fees in our system.  Has anyone found a workaround?

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Tourist
5 0 1

Did you get anywhere with Shopify support on this issue? Just started with Shopify and now hitting this problem. 

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Tourist
5 0 1

Okay, I talked to Shopify support. Initially they said the same as Betsy_Barefoot reported: only shop owner can access that payment info. But I pushed them on why that would be the case and why it was a security issue. They couldn't answer that question, and then they started asking me what permissions our accountant had in Shopify, and at that point I realised **they don't actually know why it is working this way**. So I gave our accountant "Full permissions", and then she could access the payments. 

 

The gurus' information suggested it was access to 'Reports' that allowed her to access the payout info. But when I checked by putting our accountant's setting back to limited permissions with 'Reports' ticked, once again she couldn't access the payments info. When I told the guru this I asked if he was as confused as I was about how it worked and he said "Honestly I am" and he said he'd report it as a possible "glitch in the system".

 

Not all of you will want to give Full permissions to the person who processes the payments. And I made this point to the guru, and he seemed to accept that was true. So hopefully they will fix this soon. But in the meantime, at least for me, "full permissions" seemed to solve the problem.

1 Like
Highlighted
New Member
2 0 2

I have escalated this issue to our Shopify Plus account manager.

 

It has been sent to the "Merchant Frustrations" team. I will post an update here if/when it gets resolved.

1 Like