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Categories Merchant Services
Created by Heather Godfrey
Created on Feb 9, 2024

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DSP Merchant Services Transfers should include transaction codes and memos

For bookkeeping purposes, I need to be able to look at the transfer report and determine totals for each of our seasons, product sales, rentals, etc. Having to figure that out withough the transaction codes showing in the transfer report adds HOURS to my work.

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  • Kelsey Paterson
    Jul 18, 2025

    Please!!! Please breakdown my transfer details by transaction code! I know I can run a report to show income by transaction codes for a certain date, but that doesn't show the fee that was taken out!


    For example:

    Code "Monthly Tuition" - Gross Income $500 - Processing Fees $25.25 - Net Income "Monthly Tuition" $474.75

    Code "Costumes" - Gross Income $2000 - Processing Fees $75 - Net Income "Costumes" $1925


    Totals - Gross Income $2500 - Processing Fees $100.25 - Net Transfer Amount $2399.25


    Please!! This would be so helpful for sales tax purposes and just all around for accounting!!

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