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. Navigate to the Classy Manager
If you’re in the classic dashboard view, click on the avatar in the top right-hand of the screen and select “Try the new Classy Manager.”
2. Classy 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 Processor 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.
3. 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 Processor Processor Reference ID in the Classy Transactions reports.
If you have additional questions, please contact Classy Support for assistance.