On xChange platform, you can always check any billing details directly on your wallet.
- In the Wallet, you can see the monthly activity across all your deals.
- The transactions are separated by Month. Each month you will see the data displayed in categories, such as Per Diem CreditsorPer Diem Charges
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- You can click on Open Details ⬆️ to see a detailed view for that category as shown below.
Download Wallet Transactions Data
- We know that sometimes it's more convenient to have this data in a spreadsheet. xChange has got you covered there. You can download the transactions in the xls file format.
- To do this, go to the top right corner of the page and click on the Export Transactions button.
- All you need to do is select the desired duration. The maximum duration that can be selected for this file download is 180 days.
- If the data you need goes over the 180 days, you will have to download it multiple times by selecting different periods.
- Next, click on Send Report to my email button.
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You will receive an email with an xls file attachment. The email is always sent to the user taking this action.
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Your email will look something like this:
- This file will contain the list of all Wallet transactions for the selected time period.
- The data also includes information such as:
- Deal ID
- Release Reference
- Container number
- Invoice number
- This is how the excel file will look like:
How to use this data?
Once you have this file, you can search for wallet transactions for a specific Deal ID, Invoice number, Container number, or Release Reference number.
If you don't know how to access the wallet please read the article: What is the xChange Wallet and how do I access it?
If you have any questions about the details of your report, feel free to contact payments@container-xchange.com for assistance.
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