Understand the Financial Statement

Created by Andre Greiner, Modified on Tue, 21 Mar, 2023 at 9:35 AM by Andre Greiner

Track in detail all the financial transactions involved in the Searching, through the Financial Statement.


IMPORTANT:  Users with a pre-seller profile will only be able to access Searching if permission has been granted by their Manager.


Follow the steps described below to view the financial statement quickly and easily.


1. Log in to the Exact Spotter page.


a. Enter your email and password, then click Sign In.




2. Access Searching  ,  located on Spotter's side menu.  



3.  Go to the  Financial Statement tab

 


4.  Check your balance, using the  Current Balance card 



5.  Make detailed queries by period. To do this, click  Period  located in the upper right corner > define the period. View the period through the  card.



Extract

 

Track financial transactions through the statement presented. In it you will obtain the information of:  Date of the value used; Description  and  Quantity. 

 



 

In what situation will I receive a refund of credits when buying  prospects?

 

Prospects  that already exist on a list and that are included again in another prospecting will be notified by Spotter on the   Delivered  Prospects card  and this value will be reversed   .


Example:  



Initially, 1 credit was charged, but as the only  prospect  was already on another prospecting list, Spotter made this reversal to avoid being paid again for a  prospect  already acquired. 


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