Enrollsy

Run a report of all transactions made within a specific time frame

Viewing and Exporting Transactions

View, print, or export charge and discount activity for a specific date range

Creating a Charge or Discount Item Report

Download a CSV transaction report to see which coupon codes were used

Creating a Coupon Code Report

Download your account or transaction data as a spreadsheet for reporting or bookkeeping

Exporting Accounts and Transactions to a Spreadsheet

Learn how to pull up reports within your merchant account portals

Gateway Reports

Serena Edwards

Reports to reconcile deposits with transactions

Transaction & Export Reports

Enrollsy.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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