The Postal Ledger Report can help you understand the movement of money within each billing account.
*The Admin role is needed to view this Report.
Starting in Postal, select Profile & Settings from the top left. Next, head to Billing > Accounts. Click Edit on the Account you wish to view. On the Account page, select Ledger.
The Report Contains the following information
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Type - whether funds are outgoing or incoming (withdrawal/deposit)
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Amount - the amount of money in the transaction
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Date
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Balance - balance based on the transaction
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User - the user who initiated the transaction
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Action - primarily for downloading invoices
You can filter this report by Type, User, and Date. Clicking the download button in the top right will initiate a download of the report based on any filters you’ve added.