Reports
The following standard reports are available from Conferma via this service. For any additional reporting requirements, please contact your Conferma account manager.
Name / Report Block | Description |
---|---|
Transaction Report | Provides transaction data reconciled to deployment data for transactions imported within the specified date range determined by the report schedule. |
Statement Report | Provides transaction data aligned to card issuer statement periods, based on statement files imported within the specified date range determined by the report schedule. |
Authorisation Report | Provides details of card authorisation activity, for authorisations imported within the specified date range determined by the report schedule. |
Deployment Report | Provides details of all virtual card deployments, for deployments created within the specified date range determined by the report schedule. |
Snap Plus Transaction Report | Provides a line-item breakdown of reconciled invoices, including all transactions that have reached an invoice chase status of Transaction Fully Reconciled or Manual Chasing Exited within the specified date range determined by the report schedule. |
Snap Plus Summary Report | Provides an aggregated summary of invoice line-item data, including all transactions that have reached an invoice chase status of Transaction Fully Reconciled or Manual Chasing Exited within the specified date range determined by the report schedule. |
Snap Plus Invoice Report | Provides invoice-level header and line-item data, including all transactions that have reached an invoice chase status (TXN or MCX) and where an invoice has been created or modified within the specified date range determined by the report schedule. |
Document Handoff | Provides a ZIP package of electronic documents (commonly invoices), together with an index file linking each document to its Invoice ID. The report can be configured to include documents based on creation date, invoice modification date, or statement association within the specified report schedule. |
Updated about 4 hours ago