How do I receive payout transactions report automatically?

Instructions to receive automatic payout transactions report via email

What's a payout transactions report?

For each payout, you can navigate to the payout details screen, and in the top right corner you will see an Actions button. You can use this to export a detailed report of the transactions contained within the payout. You will need this report for your accounting and reconciliation purposes.

How can I automate thie report and get it emailed to me?

1. Look for the Users link in the left menu of the Javelin portal

2. Once inside, search for your own user

3. Click Edit on the right side for your user

4. Scroll down to the Email Notification section

5. Check the box that says "Send export payout transactions"

6. Click on Update User

Now each time a company your user is associated with has a payment reach "Processed" state, it will automatically trigger an email to you containing a link to download the connected payout transactions report.

Please note if your user is associated with a very large number of companies, or you are a Client Admin, be mindful that switching on this notification setting will likely cause a large number of emails to be sent out to you on a daily/weekly basis.

Please contact [e-mail] in case you have any questions.