Reporting & Reconciliation

Dashboard Reports

Access visual reports and insights directly from your LocalPayment dashboard:

Balance

View your current account balance and available funds in real-time.

Projected Balance

Forecast your account balance based on pending transactions and scheduled payments.

Activity

Monitor all account activities including transactions, fees, and balance changes.

FIDES

Access specialized financial reporting for compliance and regulatory requirements.

Transaction Detail

Drill down into individual transaction details for comprehensive analysis.

API Endpoints

Reports

Integrate reporting data directly into your systems using our REST API:

Get Account Balance

Programmatically retrieve your current account balance for real-time integration.

Get Account Activity

Generate detailed activity reports with customizable date ranges and filters.

Get Account Reconciliation

Access comprehensive reconciliation data for accounting and financial reporting.

Transaction Details API

Access detailed transaction information through our comprehensive API endpoints:

Get Individual Transaction

Retrieve detailed information for a specific transaction using its external ID. Perfect for tracking individual payment status and transaction metadata.

List All Transactions

Query multiple transactions with filtering options by date range, status, amount, and more. Ideal for bulk transaction processing and reporting.

Get Transaction Status

Check the current status of any transaction in real-time using its internasl or external ID. Essential for monitoring payment progress and handling status updates.

Transaction API Features

Advanced Filtering: Filter transactions by date range, status, payment method, amount, and customer information.
Real-time Status Updates: Get instant updates on transaction status changes, including pending, completed, failed, and refunded states.
Comprehensive Data: Access complete transaction details, including fees, exchange rates, customer information, and metadata.
Pagination Support: Handle large transaction datasets with built-in pagination for efficient data retrieval.
Error Handling: Robust error responses with detailed messages to help troubleshoot integration issues.

Key Features

Real-time Data

All reports provide real-time data to ensure you have the most current information about your account status and transaction history.

Export Capabilities

Most reports can be exported in XLS format for further analysis or integration with your accounting systems.

Historical Data

Access historical transaction data and balance information for comprehensive financial analysis and audit trails.

API Integration

Seamlessly integrate reporting data into your existing systems using our RESTful API endpoints with authentication and rate limiting.

Getting Started

Dashboard Access: Log into your LocalPayment dashboard to access visual reports
API Setup: Obtain your API credentials for programmatic access
Choose Your Method: Use dashboard reports for manual analysis or API endpoints for automated integration
Configure Filters: Set up date ranges, transaction types, and other filters to customize your reports

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Need help with specific reporting requirements?
Contact our support team for assistance with custom reporting solutions.