Job Poster Finance Report and Export

View Past Jobs & Finances

To view payments and past jobs, click FINANCES. From here, you can view a list of past jobs and their payments and export the list to a .CSV file. 

Use the filter to narrow down the results on the screen and in the Export file. 

Export a Finance Report

Click EXPORT in the bottom right corner to receive a detailed CSV file to the account owner's email and any email address listed in the Finance Email field. 

Below are the values included in the Finance Export:

1. 1. Account ID - Unique numeric identifier for the account. 
   2. Account Email - Email address tied to the account. 
   3. Organization Name - Company or organization name of the account
   4. Event Name - The name of the event
   5. Event Code - Optional field that only displays on the Finance Export. It is not visible to Healthcare Providers on the Go4 app. Use the Event Code to organize the financial reconciliation of events. 
   6. Job Start Date - The Start Date of the Job
   7. Job End Time - The End Time of the Job
   8. Venue Name - The location where the job takes place
   9. Address/City/State/Zip - Address for the Job
   10. Staff First Name  - First Name of the Healthcare Provider that worked
   11. Staff Last Name - Last Name of the Healthcare Provider that worked
   12. Hours - the total hours worked for the shift
   13. Pay Rate - The pay rate
   14. Pay type - This can be "Hourly" or "Flat rate" depending on which was selected during job creation
   15. Payment ID  - A unique ID per transaction
   16. Payment Initiated/Payment Succeeded - the date the payment was initiated
   17. Payment Status
       1. Paid - successful paid transactions
       2. Succeeded - successful refunded transactions
   18. Payment Type
       1. Job - the original timeframe that the athletic trainer was hired to work
       2. Job Modification - payment for any additional time that the athletic trainer worked
       3. PaidJob - payment created by Go4 due to an issue or inaccuracy with the original payment (ex: athletic trainer does not check in to the shift, therefore does not get paid, and Go4 needs to issue payment manually) 
       4. Refund - a payment that was refunded to the account
   19. Payment Subtotal - Job Cost before Service Fee
   20. Service Fee - Fee for using Go4's products and services that is added to the Payment Subtotal
   21. Total Payment - The Payment Subtotal and the Service Fee combined. This is the amount that a Job Poster is charged. 
   22. Staff Payout Date - The date the athletic trainer is sent payment for the worked job.