Insights Reports: Accounting

Describes the reports available in the Accounting section of the Insights > Reports page in ShipStation.

The Accounting report pulls data specific to postage purchases from connected USPS shipping providers.

The accounting reports are marked.

Note

This section will be hidden unless you have Stamps.com, Express 1, or Endicia connected to ShipStation as a postage provider.

Account Balance History

The Account Balance History will provide you with a transaction history of any changes made to the funds available in the postage provider account.

Required Filters:

  • Purchased During (Start Date and End Date)

  • Provider

  • Shipping Account (based on Provider filter selected.)

Optional Filters: (only available if Stamps.com is selected as Provider)

  • Filter (Transaction Type)

Additional Notes:

  • If Endicia is selected as the Provider, the Purchased During filter should be set to a time period no greater than 7 consecutive days. If the date range is greater than 7 days, the report will not generate.

Field

What does it mean?

Transaction Time

Date and time when the transaction occurred.

Activity / Tracking #

Description of the event. Endicia and Express 1 reports will also provide tracking number related to transaction.

Amount

The value of the transaction.

Balance

Total account balance resulting from the transaction.