Platuni

Reconciling payments and exporting data

by Platuni | 30 Dec, 2025 | 5 mins read

Accurate reconciliation ensures that your financial records match the activity in Platuni.

How to view payments by date range, property or resident

Filters help you review:

• All payments for the month

• Payments across your portfolio

• Payments related to one resident or one unit

• Outstanding or failed transactions

You can use this data to answer resident questions or prepare your internal books.

Exporting to CSV or your accounting system

Platuni lets you export:

• Payment lists

• Payout summaries

• Ledger records

• Charge details

Exports can be used in accounting software or internal audits.

Handling discrepancies

If totals do not match expected amounts, review:

• Filters applied

• Pending or failed transactions

• Reversed or refunded payments

Platuni also provides support for troubleshooting unusual discrepancies.


Stay Informed

Subscribe to the Platuni B2B Newsletter to receive industry insights, new feature announcements, and exclusive growth reports