Sep 27, 2024
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Overview
The Stripe Settlement Report now provides both detailed and summarized transaction insights in a multi-tabbed Excel format. This update transitions the report from a single CSV file to an Excel file with two tabs: one for transaction-level details and one for a summarized view of key transaction types. This improvement enhances financial clarity by breaking down transaction types and providing a clear summary of fees and transactions over a given period.
Use Cases
- Detailed Financial Reporting: Access a complete, multi-tabbed Excel report with transaction-level details and a high-level summary for easier reconciliation.
- Summarized Transaction Insights: View a distinct summary of Payment transactions and relevant fees in a separate summary tab.
- Enhanced Fee Management: Track accumulated fees for specific transaction types and quickly identify deductions, refunds, and fees collected within the specified date range.
- Flexible Reporting Formats: Export settlement data in a structured Excel format, making it easier to analyze card and bank transaction modes separately.