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payroc/reporting

v0.1.1MIT

Skills for reporting and analytics integration

view-settled-transactions

Guides developers through querying Payroc's Settlement Reporting API to retrieve settled transactions and settlement batches (GET /v1/batches, GET /v1/transactions). Use this skill when the user wants to view settled (batched/cleared) transactions, retrieve post-settlement data, reconcile payments against a settlement batch, list settled transactions within a specific batch, look up which transactions are in a given batch, build a settlement reconciliation workflow, look up a settled transaction by batch ID or settlement date, inspect the settled.achDate or settled.achDepositId fields on transaction records, or work with the /v1/batches or /v1/transactions reporting endpoints. Also trigger when someone asks about daily settlement reports, end-of-day reconciliation, batch transaction lists, settlement totals, or matching captured card payments to settlement batch records. Do NOT use for: viewing standalone ACH deposit records or ACH deposit fees (use view-ach-deposits), viewing authorization records (use view-authorizations), processing payments, creating refunds, or checking real-time authorization status.

Version
0.1.1
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