# Transaction reports and files

> Get transaction totals, save summaries, and upload supporting files.

Language: en-US. Product guide: https://agencymesh.com/help/transaction-reporting-files/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Transaction Metrics](https://app.agencymesh.app/transactions/icrTransactionMetrics) for trends and [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) for receipts and evidence.

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## Get totals

1. In **Transaction Metrics**, choose **Office** and **Month**, or **Custom Range** with **Start/End**. Click **Get Metrics**.
2. Compare **Carrier Amount**, **Merchant Net Amount**, and **Deposit Amount** separately. Use daily charts and the office breakdown to find differences.
3. For a PDF, open [Transaction Summary](https://app.agencymesh.app/transactions/icrTransactionSummary), choose **Office** and **Start**, then **Summary**. Add **End** for a range. Use the office tabs, then **Export PDF**.

Sources can include the same payment; adding them together overcounts sales. For missing totals, look for unfinished imports in [Transaction Queue Report](https://app.agencymesh.app/transactions/icrQueueReport). Compare individual records in [Search and matching](/help/transaction-search-and-matching/).

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## View or upload a carrier file

1. In **Transaction Files**, choose **Office** and **Transaction Date** to show the file panels.
2. To view a file, use **View Files > Bank Deposit** or **Carrier**, then **View**.
3. To upload carrier evidence, use **Upload File > Carrier**. Choose **Vendor**, add one JPEG, PNG, or PDF, then **Upload**. Find it under **View Files > Carrier**.

Uploading saves evidence; it does not import or match transactions. Existing filenames are not replaced. Look for the saved file before retrying.

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## Upload a deposit receipt

Use **Transaction Files > Upload File > Bank Deposit**, even when Dashboard has no missing-deposit row. Follow [Bank deposits](/help/bank-deposits/#bank-deposit-manual-upload) for the fields and **Submit Deposit**. **Transaction Date** is the deposit date; **Deposit Covers** is the period covered.

## Related guides

- [Transactions](https://agencymesh.com/help/transactions.md)
- [Find and match payments](https://agencymesh.com/help/transaction-search-and-matching.md)
- [File sizes and dates](https://agencymesh.com/help/files-dates-and-limits.md)