Transaction reports and files
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Use Transaction Metrics for trends and Transaction Files for receipts and evidence.
Get totals
Section titled “Get totals”- In Transaction Metrics, choose Office and Month, or Custom Range with Start/End. Click Get Metrics.
- Compare Carrier Amount, Merchant Net Amount, and Deposit Amount separately. Use daily charts and the office breakdown to find differences.
- For a PDF, open Transaction Summary, 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. Compare individual records in Search and matching.
View or upload a carrier file
Section titled “View or upload a carrier file”- In Transaction Files, choose Office and Transaction Date to show the file panels.
- To view a file, use View Files > Bank Deposit or Carrier, then View.
- 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.
Upload a deposit receipt
Section titled “Upload a deposit receipt”Use Transaction Files > Upload File > Bank Deposit, even when Dashboard has no missing-deposit row. Follow Bank deposits for the fields and Submit Deposit. Transaction Date is the deposit date; Deposit Covers is the period covered.