When you enroll with Stax, you get access to three new accounting quick reports:

1. Shelterpay Summary by Batch/Payout Date
2. General Summary by Transaction Date
3. Payout Reconciliation

These new reports are available only to organizations that have enrolled with Stax, the new payment processing platform that Shelterluv is partnering with to power Shelterpay. Shelterpay is Shelterluv's fully integrated payment system that offers great benefits including these powerful reporting tools built to streamline your everyday accounting and reporting tasks. This article provides a sneak peak into how each report will work.

Shelterpay Summary by Batch/Payout Date (includes both summary chart and detailed transaction/item reports)

This report will allow you to see all Stax transactions by the batch/payout date. You'll be able to filter by Cash Drawer and Payment Method. You'll also be able to toggle on/off additional columns for Payment Methods and Charges/Refunds.

You will be able to run a detailed report by transaction or item level to display the data that makes up the summary chart.

General Summary by Transaction Date (includes both summary chart and detailed transaction/item reports)

This report will allow you to see all transactions for all payment methods by transaction date. You'll be able to filter by Cash Drawer and Payment Method. You'll also be able to toggle on/off additional columns for Payment Methods and Charges/Refunds.

And you will be able to run a detailed report at the transaction or item level to display the data that makes up the summary chart.

Payout Reconciliation (includes both the summary chart and itemized report)

This report will summarize the payouts from Stax by batch/payout date. (It simulates the Stripe Payout Reconciliation report that you may be used to seeing in your Stripe account.)

It also includes an Itemized view that displays the data that makes up the summary chart.