The Accounting report pulls data specific to postage purchases from connected USPS shipping providers. As this report is USPS-specific, it is available only in US-based accounts.
Note
This section will be hidden unless you have Stamps.com, Express 1, or Endicia connected to ShipStation as a postage provider.
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:
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Purchased During (Start Date and End Date)
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Provider
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Shipping Account (based on Provider filter selected.)
Optional Filters: (only available if Stamps.com is selected as Provider)
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Filter (Transaction Type)
Additional Notes:
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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. |
Follow these steps to view your Account Balance History.
Alternative Method for UK & France
🇫🇷 🇬🇧 Merchants in France and the UK can also get this same Account Balance History information another way. See the View Transaction History section of Add & Manage Payment Methods for Your ShipStation Balance.
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Click Account Balance History under Accounting Reports.
You may need to scroll down to see this section.
On the Account Balance History page in ShipStation, merchants can perform the following actions:
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Filter Account Data: Customize the displayed report by selecting a specific Date Range, postage Provider (e.g., Stamps.com), Shipping Account, and additional Filter criteria.
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Generate Reports: Click Run Report to retrieve and view the account balance history matching the selected parameters.
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Export Data: Use the Export to... dropdown menu to download or export the account balance details in various file formats.