Payments App: Bank Activity

In the Payments App, the Bank Activity section gives you more visibility into your revenue. View pending and completed payouts, filter by time range or by account, and track processing fees.

• Filter and View Totals
• Payouts Tab
• Fees Tab

Filter and View Totals

The Bank Activity section can be filtered by date range or by account. Adjust these filters at the top of the page.

Below the filters, you can view the following totals—which automatically adjust to reflect the selected filters:

• Payouts: the total gross revenue paid out to your firm.
• Fees: the total processing fees collected from your firm’s dedicated fee account.
• Total: the total net revenue your firm has received via Payments by Filevine, calculated by subtracting the Fees total from the Payouts total.

Payouts Tab

Beneath the totals, the Payouts tab displays a list of payout transactions within the selected filters. Each transaction has the following:

• Initiation Date: the date that the transaction was created
• Status: pending, in transit, paid, completed, canceled, failed
• Account Name: the bank account receiving the payout
• Expected Arrival Date: the date you can expect the payment to be deposited
• Amount: the payout amount

Click the caret on the left to see which transactions were included in the payout.

Fees Tab

The Fees tab displays a list of all processing fees your firm has paid within the selected filters. Each transaction has the following:

• Date: the date that the processing fee was paid
• Bank Account: the bank account used to pay the fee
• Amount: the processing fee amount

Click the caret on the left to see which transactions contributed to the overall fee.