In your client dashboard, go to Company → Transactions. Here you’ll find a detailed table of all financial operations for the selected period — top-ups, currency exchanges, task payments, and refunds. All your transactions — in one place.
This list helps you track balance changes, monitor conversion rates by date, check tasks by project, contractor, or other criteria, and, most importantly, keep complete control over your payouts. The data is also suitable for audits and internal financial reviews.
By default, the table shows transactions from the last three months. You can adjust the period using filters.
What’s displayed in the table
General fields
Date — the date and time when the task was sent to the contractor for approval, meaning when the amount is debited from the company’s balance for payment
Type — one of the following:
Top-up, Exchange, Task payment, Return payment, Balance adjustmentDocument — the document that serves as the basis for the transaction (for top-ups — Proforma Invoice, for tasks — Sales Invoice)
Task ID — task number
Exchange rate — revaluation rate from one currency to another
Currency columns
(Repeated for each currency)
Balance Before
Credit
Debit
Balance After
Task details
Contractor name — first and last name of the contractor
Contractor email
Project — can be filled in when uploading tasks via file
Service — name of the service provided
Task currency
Task price — the contractor’s earnings
Task fee — platform fee
Task amount — total amount charged from the company
Formula: Task amount = Task price + Task fee
How to check the exchange rate for a specific date
You can see the conversion rate used on any given day:
Set a date range that includes the day you need.
(Optional) Sort by Type of operation (A→Z).
In the transaction row, check the Exchange rate column.
How to download the transaction list in XLSX
Select the desired period (default is 3 months).
Mark the rows you want to export.
Click Export to download the file in XLSX format.
Using the data for the audit
In the event of an audit or other review, we recommend using the transaction list along with the supporting documents: the Sales Invoice and the Proforma Invoice. Upon request, 4dev.com can sign the report via DocuSign. To arrange this, please contact your account manager, reach out via the platform chat, or email us at [email protected].
If you have any questions, please contact our support team via online chat on the platform or at [email protected]. We are always ready to assist!