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HomeopathyHaven
‎11-03-2021 01:08 PM

Custom transaction report that includes ACH ID and excludes other columns?

Is it possible to run a custom transaction report that includes ACH ID and excludes other columns?

 

I need the ACH ID# so that I can reconcile the transactions with the transfer to my bank.

I'd like to exclude columns with information hat I do not need such as: 

  • PAN suffix
  • Device name
  • Staff name
  • Staff ID
  • Details

 

  • Event type 
  • location
  • Dining option

 

Does anyone know how to do this?  I have searched many threads and tried the help center.

 

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Frida
Square Community Moderator
‎11-05-2021 11:26 AM

Hello @HomeopathyHaven,

 

We see its your first time posting in the Seller Community, welcome! 🤗 

 

In testing this out on m own Demo account, I was not able to replicate this ability within this area. Looks like it is a feature request.

Have you tried exporting a Transaction CSV. report? This may have what you are looking for.

 

I look forward to reading your response!

Frida
Community Moderator, Square
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