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Export & receipts

TL;DR - Click Export CSV or Export PDF on the transactions page to download whatever the current filters are showing. Each transaction also has an individual PDF receipt.

Bulk export

The transactions page has two export buttons in the top-right.

Export CSV

Downloads a CSV with one row per transaction in the current filtered view. Columns mirror the table plus internal IDs and ISO timestamps so it slots into spreadsheets and ledger imports cleanly.

The download applies all currently active filters - change them first if you only want a subset.

Export PDF

Downloads a formatted PDF report of the same filtered view. Layout includes your fintech's name, the filter set, the table, and a summary footer with totals. Useful for compliance or board reviews.

Per-transaction receipts

Every transaction has a downloadable PDF receipt. From the transactions list (or any place a transaction reference appears), click the receipt icon on the row to download.

The receipt includes:

  • Customer name and the transaction reference (PO-XXXXXXXX).
  • Type, status, and timestamps (created, updated, settled).
  • Amount, fee breakdown by layer, and recipient details.
  • For crypto-to-fiat: deposit address, network, token, on-chain txHash.
  • For fiat: rail (Wire / SWIFT / ACH), bank name, masked account.

What happens behind the scenes

UI action Endpoint
CSV export GET /api/v1/transactions/export-csv
PDF export POST /api/v1/transactions/export-pdf
Single receipt GET /api/v1/transactions/{id}/receipt

The CSV and PDF endpoints accept the same filter query parameters as the list endpoint, so a programmatic export reproduces what the dashboard shows.

What's next