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Tracking receipts and reports

Checking a transfer's status

On the Transfers screen, clicking any transfer opens a side panel with extra information about that transfer's status and details.

PDF receipt

An individual receipt, carrying a unique certificate code.

CSV export

An export of every transfer, with date and status filters, including the detail of approvers and each one's individual status.

PDF listing

A listing of transfers with the filters you applied.

Shareable status link

You can email a public link — no sign-in needed — so a third party can check the status of a specific transfer, without exposing sensitive data.

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