To make it easier when did reconciliation for Platform Account to export report (balance and/or transaction tab) from multiple sub-accounts within the desired range date then you need to enable the xenPlatform consolidated reporting.
You need to make sure before enabling that your dashboard is already in a new view that has a balance & transactions tab, please see here.
Here is the step by step to enable xenPlatform consolidated reporting:
- Go to xenPlatform Tab > Accounts.
- Choose the sub account that you want to consolidate.
- After that you can click the export button.
- There will be pop up appear then you need to input the information like:
- Recipient email.
- Time zone.
- Date range.
- You can which tab that you want to export either balance or transactions tab.
- You will receive the export report through your email.