How to ungroup payouts?

[JVu3]

I know we can look over all transactions through hubspot, but I've noticed that if we get multiple payments a day, we receive a grouped payout into our bank account. For example, if we get payments from Company A for $100, Company C for $50, & Company D for $75 on the same day - it comes into our bank account grouped together $225.

We'd like to receive the payouts ungrouped so that we can see each different transaction amount(s), so it's easier to track and cross reference transactions. Is there any way for us to change settings to do this?

[nickdeckerdevs1]

I think you will need to manage your payment reporting via reports instead of bank payouts. You could do your reporting by day, and then cross reference this with your bank deposits, when you don't have a matching amount, then you have issues.

If you don't want to have them grouped, then I'd consider looking at alternatives that do what you are doing.

[BérangèreL]

Hi @JVu3 and welcome, we are so glad to have you here! 🤗

Great question, thanks for asking the HubSpot Community!

When looking at this article "Manage payments", I can see that you have the possibility to download reports of your payments and payouts (I suspect that the report will be detailed with separate payments). I understand that it's not exactly what you were looking for but I hope it does help in some way.

Since there is no way, as far as I know, to do that at the moment, for new feature suggestions, I'd recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

If the idea doesn't exist already, please consider posting and creating a new Idea on our Ideas Forum here.

I'd love to check with our Top Experts and Community Members: Hi @RSchweighart, @joshkimber, @danmoyle, @marksdave, @JanRa, @nickdeckerdevs1 and @Sasha-A8 do you know of a way/a workaround to see each payment separately in the bank account to help @JVu3, please?

Have a wonderful day and thanks so much for your help in advance! ⭐
Bérangère

[danmoyle · Accepted solution]

+1 for the ideas for idea from @BérangèreL here, @JVu3, as I don't see any way to ungroup them in a report. 

[nickdeckerdevs1]

I have had too many issues with the subscriptions object and I just use a
custom object. Hopefully the object will get some more love soon


nicholas decker
lead developer
deckerdevs <>

[BérangèreL]

Hi @nickdeckerdevs1, thanks for your reply!

I am really sorry to hear about your experience with the subscriptions object.

Is there anything I can help with or feedback that I can share internally for you?

What is happening exactly? Just trying to understand what's the roadblock for you to help if possible.

Let me know if there is anything I can do for you!

Have a lovely day!
Bérangère