How to review reports with account codes

Using account codes helps manage budgets and financial reports. You can see account codes in payout reports. After exporting payout details, you can filter or sort by account codes to help with financial reporting.

Account codes are available in your payout reports.

1. Go to Financial Management > Payouts > click the three dots > select View Payout Summary.

2. Click the Account tab to see a summary of your payout by account code. Click on the three dots to export or print the summary.

1. Go to Financial Management > Payouts > click the three dots > select View Payout Details.

2. You can view the account code for each transaction in the last column, or you can click the download button to export the report to a .csv file.

From here, you can sort or filter the account code column to calculate the total funds for each code.

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