Owner's manual

Finance staff

Available now

Payment ledger, refunds, and CSV settlement exports via the finance console.

Who this is for: Membership role finance. Org-wide payment APIs; staff desk optional for branch ops.

Open finance surfaceAll manualsSupport

Where to go

Capabilities

CapabilityStatus
Finance console — payment ledger and refundsAvailable now
CSV settlement exportAvailable now
Staff portal access for in-person collectionAvailable now
Collect / verify payments and refundsAvailable now
Wallets, credits, split-pay ledgerAvailable now

Reconcile a payment

  1. Sign in with a finance membership.
  2. Open Finance (/finance) for the organization payment ledger.
  3. Export settlements CSV for accounting; issue refunds within policy.

Limits

  • Prefer staff for general front-desk work.
  • Manager refund limits are configured in Admin → Branding.