Would like the ability to pull full historical transaction data (like, from the beginning of all time) - and export it - from the sub-account Wallet
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Kim Thomas
Right now, the Wallet's Detailed Transactions view is capped at 90 days and doesn't have a built-in export feature, which isn't cutting it for your workflow, especially for agencies, like ours, managing client billing at scale. Reconciling client billing across multiple months without access to full transaction history is extremely difficult, if not impossible.
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C
Charissa Godwin
Yes there's not even a way to download a document like with banking or credit card statements, at least there's a record for several years. It's been hard to track and help our subaccount clients to understand what they are being charged for. Many of them "forget" and start seeing chunks taken out of their wallet often and question what the charges are for.