Enrollsy

Easily run a report of all Transactions made within a certain time frame

How to Run a Transactions Report

Want to see all your charge items or discounts used in the last week or month? Enrollsy has a report for that!

How to Create a Charge/Discount Item Report

Download a CSV Transaction Report to view Coupon Codes used

How to Create a Coupon Code Report

How to get a list of all accounts or transactions downloaded to a spreadsheet

Account & Transaction Exports

Learn more about 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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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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