Understanding Discrepancies in Payment Records and Financial Tracking in Moovs
Moovs users may encounter discrepancies in financial data or reservation records, particularly when comparing charges, payouts, and reconciliations across different reports in the app. Below, we summarize key scenarios and provide guidance to resolve common issues.
Payments Not Appearing in the Finances Section or Payouts
If a customer charge is processed using the "credit card" option under Payment Methods (i.e., the generic credit card option instead of a Moovs-linked payment method), the transaction may not appear in Moovs' Finances section or future payouts. This happens because:
The charge was handled by an external payment processor, not Moovs' native processing system.
The booking contact does not have a card stored in the Moovs app for payment.
In such cases, users should ensure that payment processing is conducted through Moovs to track financials seamlessly.
Understanding Report Discrepancies and Reservations Marked as Paid or Unpaid
Users may observe differing payment statuses across Moovs' reports. For example, reservation records might display trips as paid, while the "All Reservations Table" report flags some as unpaid. Similarly:
The "Drivers Table" report may show all trips as paid in terms of driver earnings, while "All Reservations Table" reflects discrepancies.
This occurs due to differences in how Moovs structures these reports and their fields.
Resolving Report Discrepancies
To reconcile such mismatches, follow these steps:
Identify the purpose of each report: Confirm whether the "paid" field reflects customer reservations, driver payments, or other metrics.
Align your queries with the appropriate field: Understand what the "paid" or equivalent fields represent to avoid misinterpretation of payment statuses.
Compare the fields with payables: Perform a detailed review of the affected booking and payment fields before concluding.
Using this approach, users can streamline financial reconciliation and better interpret Moovs’ report data.
Summary
Discrepancies in Moovs financial tracking often arise from the use of non-Moovs payment processors or misaligned interpretations of report data. By ensuring payments are processed within Moovs and carefully comparing report fields, users can maintain accurate financial records and resolve inconsistencies efficiently.