How do I get billing details for my transactions on xChange?

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 Credits or Per Diem Charges 

• • 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.

• You will receive an email with an xls file attachment. The email is always sent to the user taking this action.

• 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.