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Review and export Go1 Pay transactions

Search transactions and download receipts, expense summaries and statements.

Review spending across your organization and download the financial records you need.

Review transactions

  1. Sign in to Go1.

  2. Select your initials in the upper-right corner.

  3. Select Go1 Admin.

  4. Select Go1 Pay from the left navigation.

  5. Open Transactions.

  6. Enter a learner's name in the search box.

  7. Press Enter to view their transactions.

  8. Use the date filters to narrow the results.

The results include the learner's transactions across dates and purchase types.

Screenshot showing Go1 Pay transactions with learner search and date filters.

Open financial records

  1. Select your initials in the upper-right corner.

  2. Select Integrations.

  3. Select Go1 Pay Learning budgets & spending.

  4. Open Billing.

View top-up receipts

Top-up receipts show money added to your organization's Go1 Pay balance.

Select View beside a top-up to open its receipt in your browser.

Download expense summaries

Expense summaries contain the purchases made in your portal for a given month.

Select View beside the month to download the CSV. Each transaction includes a link to its invoice.

Download statements

Statements contain the debit and credit transactions for your portal.

You can download a statement as a CSV or view it in your browser.

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