WePay provides detailed reports about your transactions, including a CSV export that can be used if you need to do an audit of funds paid/recieved.
Covered in this Article:
Accessing WePay
To ensure you are logging into the correct account (some people are associated with more than one), we recommend doing so via your SwimTopia site (Manage Team > Settings > WePay Configuration > click your WePay account link > Login), but you may also go directly to http://wepay.com/login
>>Note: If you are unsure of your login credentials, reach out to WePay Customer Support for assistance.
Finding Your WePay Settlement Reports
You can download your settlement reports (deposits to your bank) through your WePay dashboard by following the steps below:
(1) Log in to your account (steps above)
(2) Click Reporting on the left
(3) Click Settlements on top
(4) Find the settlement you want the report for
(5) Click the Download CSV button on the right
Auditing with SwimTopia Data
If you're trying to match that up with the registrations you've received, you can run a Registration Details report in your SwimTopia account:
- Go to Manage Team > Reports > Registration
- Click on Registration Details / Data Export
- Select the appropriate filters, then click the Generate Report button
From there, you can view details for each registration that has come in, you can click the Print button to print a report, or you can click on "Download Registration Data (csv)" to download a spreadsheet.
Once you have the reports from your WePay account and your SwimTopia account, you can match up the registrations.
If you have additional WePay questions ➞ See our WePay FAQs article.
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