Q: What is the Export Payment History feature?
A: The Export Payment History feature allows Credit Key borrowers to download transactional history reports directly from their borrower portal. These reports can be used for accounting or tax purposes for their business.
Q: How do I access the Export Payment History feature?
A: To access the Export Payment History feature, follow these simple steps:
- Log into your borrower portal via the following link: Borrower Portal Login.
- Scroll to the very bottom of the portal to reveal the "Export Payment History" area (shown below).
Q: How do I generate a transactional history report?
A: Once you've reached the "Export Payment History" area, follow these steps:
- Enter the date range for which you'd like the report to cover.
- Click on the "Export" button to request the report.
Q: Where will the transactional history report be sent?
A: The report will be sent via email to the email address associated with your account at the time of the request.
Q: What can I use the transactional history report for?
A: The transactional history report can be used for accounting or tax purposes for your business. It provides a detailed overview of your payment history within the specified date range.
Q: Can I customize the date range for the report?
A: Yes, you can customize the date range according to your business needs. Simply enter the desired start and end dates when generating the report.
Q: Is there a limit to the number of reports I can request?
A: There is no limit to the number of reports you can request. You can generate reports as needed to support your business operations.
Q: What if I encounter any issues or need further assistance?
A: If you encounter any issues or require assistance with the Export Payment History feature, please reach out to our dedicated support team. We're here to help you every step of the way.