Every financial movement is recorded and downloadable.
Where to find it
Clients: Transaction History, reached from the dashboard balance or from Payment. Experts: Transaction History, reached from the dashboard balance.
What is recorded
Date · Transaction ID · Project · Counterparty · Type · Amount · Payment method · Status.
Types are escrow deposit, milestone payment, refund, platform fee, and payout.
Filtering and search
Filter by date range, project, transaction type and status. Search by transaction ID or project name.
Transaction detail
Opening a transaction shows the full breakdown: amount, platform fee, total, payment method, date, status and the related milestone.
Receipts and invoices
Each transaction offers a downloadable receipt and invoice for your own records and tax reporting.
Status: this part of Researchor is built in the interface but is not yet connected to live systems. The steps below describe how it will work. We will update this article when it goes live.