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?
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.
Victor | Shopify Social Care
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 email@example.com or our live chat support team for help in creating reports.