Overview
The Money App, within the Otter Dashboard, brings your core financial information for first-party fulfillment channels in one place. In the Money App, you can view:
- Pending, available, and paid funds
- Recent payout activity
- Manage payout settings
- Access Tax Center
Access to financial information is based on assigned user roles & permissions.
Viewing the Money App
To access the Money App:
- Go to the Otter Dashboard
- Click Apps
- Select the Money App
Learn more about each section of the Money App below.
Balances
In the Balances tab, you can view the current balance for each active payout account. If your business has more than one payout account, you can switch between accounts to review the earnings associated with each one.
Keep in mind, the available balance shown only reflects first-party fulfillment channels. To view payouts associated with delivery partners, check Partner Payouts.
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Once you've selected a Payout Account from the dropdown, click [Account details] to view additional information, including which locations are connected to that payout account.
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At the top, you'll see to balances listed.
Available: Funds that are ready for payout
Pending: Funds that are still processing and are not yet available for payout
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The Activity view at the bottom allows you to review activities that contribute to increasing or decreasing your available balance— such as settlements, payouts, and adjustments.
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The Paid view at the bottom allows you to review completed payouts. Clicking on a listed payout will show more detailed information breakdown for that payout.
Paid Payouts View
Detailed Specific Payout Information
Tax Center
From the Tax Center tab, you can view and download historical tax documents— like available 1099 tax forms from previous calendar years.
Learn more here.
Payout Settings
From the Payout Settings tab, you can review and manage your payout account configuration.
Learn more here.
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