- 29 Aug 2023
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Transaction grid
- Updated on 29 Aug 2023
- 1 Minute to read
- Print
- DarkLight
Transaction grid
The Transaction grid tab lets your visualise your payments by date, amount, type, status, description, reference and customer. You can export transactions to an Excel spreadsheet to facilitate reconciliation.
![](http://evolve-apidocs-dev.azurewebsites.net/images/MPTransactionsGrid2.png)
Reconciling transactions and payouts
Transaction Export file
This file is generated in the ‘Transactions’ area of the Evolve Portal and contains all transactions that have been processed for the selected period. You can download it by clicking the Export button at the top left of the tab. You can filter the output of this file to show only the transactions for a specific period, only those which are successful and only payments, refunds and captures. This will output a more readable file.
You can cross reference your payouts and transactions with the transaction export file with the Transaction ID field within the corresponding transactions report for the date range during which the payout to your bank account occurred. Then reconcile between the amount displayed on your bank statement or transaction history and the payout amount shown on your payouts report.
Check each transaction in the file against your payout file to make sure it has been included in the payout file by matching the unique Transaction ID for a given payout on the payouts report with the corresponding transactions by Transaction ID report.
![](http://evolve-apidocs-dev.azurewebsites.net/images/Transactionsfile.png)
Filtering options
When you reconcile transactions export with payouts export, you only need to reconcile with successful transactions, so you should filter before/after you export. You can use the Type field on the transactions page to show only payouts. You can use the Status field to show only successful payments.
You can also make refunds from this screen. For more information, see the Refunds topic.
For more information on reconciliation, see Payouts