From your Worksuite account, you will be able to access payment reports via the Worksuite Payments module. Let's look at the steps below.

Save time by downloading all payments to sort through the data!

TABLE OF CONTENTS

• Methods for downloading payment reports
  • Downloading reports in the payments module
    • Step 1: Navigate to the desired payments
    • Step 2: Export payment information
    • Step 3: Manipulate payment data as needed
  • Alternate method

Methods for downloading payment reports

Payment statements can be downloaded using two methods:

• In the payments module
• By entering specific URLs when logged into your administrator account

Downloading reports in the payments module

Step 1: Navigate to the desired payments

• Navigate to the payments module

Step 2: Export payment information

• Click on the ellipses (3-dot) dropdown menu

• Select the option to export payments
• Enter the desired date range

• Please note that the date selection refers to the date on which the invoices were created
• When you click the Download button, payments will be exported in .csv format

Step 3: Manipulate payment data as needed

• When the export is complete, payments in all statuses are available. Use the filtering functions in your spreadsheet editor to manipulate the data for other views.

Alternate method

If preferred, you can download payment reports using the following method. 

Append the following links to the end of your Worksuite account URL. Anytime you download invoices using these links, they will be up to date.

In the examples below, we are using mycompany to represent our account name.

• Unpaid Payments: /api/payments/export_unpaid/?format=csv
  

Example: https://mycompany.worksuite.com/api/payments/export_unpaid/?format=csv

• Approved Payments: /api/payments/export_approved/?format=csv

Example: https://mycompany.worksuite.com/api/payments/export_approved/?format=csv

• In-Flight Payments: /api/payments/export_In_Flight/?format=csv

Example: https://mycompany.worksuite.com/api/payments/export_In_Flight/?format=csv

• Processing Payments: /api/payments/export_In_Flight/?format=csv

Example: https://mycompany.worksuite.com/api/payments/export_processing/?format=csv

• All Payments: /api/payments/export_to_zip/?format=csv

Example: https://mycompany.worksuite.com/api/payments/export_to_zip/?format=csv

The above direct URLs might not work for enviroments with a large number of invoices. If that happen to be your case, please use the other method described in this article.

Please see our dedicated articles regarding how:

• Download pay run statements
• Submit an invoice for payment 

Support/Resources

Still have questions about payment reports? Click Support in the bottom-left corner of Worksuite to contact our Support team, or email support@worksuite.com. Including a link to the page you're on and a screenshot helps us answer faster.