Reconciling Your WePay Withdrawals

Last Updated: Dec 13, 2018 11:56AM PST

To reconcile your WePay and Classy reports you need two components: the Classy Transactions report and the WePay Withdrawal report. This support article will explain how to use these reports to reconcile your transactions.

 

1. Open Your Transactions Report

To obtain your Classy Transactions Report, navigate to the Reports tab and select a Transactions report from General Reports section. Then adjust the time frame for the report by adding the Transaction Date property as a filter. 
Next, add the Payment Processor Reference ID column to the report.

Once the report is configured, click export and select Export to CSV. Then locate the file on your computer and open it with a spreadsheet program.

2.  WePay Withdrawal Report

To obtain your WePay Withdrawal Report start by logging into your WePay account on WePay.com. Once on your WePay account Dashboard locate your Withdrawal Reports.


Download the WePay Withdrawal Report that you want to reconcile

Once Downloaded, You can compare the column, Payment ID in the WePay reports to the Payment Processor Reference ID in the Classy Transactions reports. 

If you have additional questions, please contact Classy Support for assistance.