Before you start
The account balance feature allows you to export an overview of key financial data of your advertisers or partners, including the account balance at the beginning and the end of the period you select. In other words, your will get an overview of the financial flow on your platform.
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Postpayment direct
Postpayment standard
Prepayment
Generating the account balance export file
Getting started
Make sure you are logged in to your admin UI, click on ‘finance’ in the main navigation menu and proceed to click on ‘account balances’. If you do so, you will see a page looking more or less like this:
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As you can see, the page contains two elements: a panel in which you can define the settings of the export file and a table containing an overview of all the export files generated on the platform, along with their main settings. Please note the panel will change somewhat depending on whether you choose to create an overview for advertisers or for partners.
Defining the settings of your account balance file
To generate an export file, you need to define the following settings:
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When you are done defining your settings, make sure you hit the button ‘create export’ in the right lower corner of the panel.
Creating your export
Once you have hit the button ‘create report’, a new row will appear in the table at the bottom of the page. In the table, you will find all the settings you have selected, along with a file status. Please note the table has two tabs, one for advertiser and one for partner. The advertiser tab is selected by default.
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You don’t have to remain on the page while your file is being generated. If you move to a different page, you will see a notification popping up in the right top corner of the page
Account balance file output
The file you export will contain the data described in the table below. Please not some columns will only appear for the advertiser type, others only for the partner type.
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