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Accounting portal - managing payout, design each balance type and automize send outs

This article describes how the accounting portal works. It describes how to sign in, design your content of each balance type and how to automate send outs for each payout.

Accounting Portal - https://accounting.sweetspot.io/

1. Sign in

2. Walkthrough

3. Ask for access

4. FAQ

1. Sign in

To access any part of Sweetspot Accounting, you'll need to log in using a one-time password (OTP) sent to your provided email address.

If you attempt to log in with an unregistered email, you'll be notified that no user account exists for that address. Contact your accounting responsible to gain access. If your organization is new to Sweetspot, please contact our support through hello@sweetspot.io and we will set up your account.

CleanShot 2024-09-30 at 11.15.47@2x CleanShot 2024-09-30 at 11.16.32@2x (1)

The e-mail looks like this, with the OTP code:CleanShot 2024-09-30 at 11.18.28@2x

 

2. Walkthrough

 

3. Ask for access

For your organization, fill in the following form to ask for access to the Accounting Portal.

4. FAQ

  • When are payouts being done?
    The standard setting is weekly payouts, which is paid out on mondays. For an extra cost, daily payouts can be set.  Daily payouts are done business days monday to fridays.
  • Do the time zone of the venue affect the payout?
    The payout is triggered based on the time zone of the venue (Adyen Merchant account).
  • How can a payout report include dates from another period?
    The payout only includes transactions that have cleared, so for example payment on Monday, might not clear until Tuesday, and then for daily payout be included on Wednesday. This scenario, all payouts will then be on the upcoming monday.