Financing, tax rates, and accounting
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?
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
- Was my reply helpful? Click Like to let me know!
- Was your question answered? Mark it as an Accepted Solution
- To learn more visit the Shopify Help Center or the Shopify Blog
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
Make the shift from discounts to donations, and witness your business not only thrive fina...
By Holly Dec 4, 2023On our Shopify Expert Marketplace, you can find many trusted third party developers and fr...
By Arno Nov 27, 2023You've downloaded the Search & Discovery app from the Shopify App store, and as you're ...
By Skye Nov 8, 2023