UC Follow up

Any advice on how to do a PayPal statement? I don’t get it. Apparently they want an opening and closing amount for each month that they’ve asked for.

Here's how to download PayPal statements:

Log in to your PayPal account: Go to paypal.com/reports/accountStatements.
Access Reports: Click on "Activity" in the top menu, then "All Reports" under "Reports".
Find Monthly Statements: Click on the "Payments" tab, then "Statements – monthly and custom".
Request and Download: Click "Request" next to the month you want to download, and when the report is ready, click "Download".
Custom Statements: You can also request custom statements with specific dates and transaction types.
File Formats: You can choose to download your statements as PDF, Quicken, QuickBooks, CSV, or TAB files.

Hey!

I've followed your instructions and attempted to download PDF version of my statement. It gives me 3 options of 'transaction type' for the statement: 'All Transactions', 'Completed Payments' & 'Balance Affecting'.

I've tried all 3 and none of them have an opening/closing balance on them? And UC are asking for the statement to have opening/closing balance on the statement but this doesn’t seem to exist.

They don’t make it easy do they 🙈

I’ve been in touch with PayPal again to ask for monthly statements that have an opening/closing balance on, a bit like a bank statement.

They have just sent a load of files none of which UC will accept because they’re just lists of transactions and not what is being asked for. Then now PayPal have messaged saying:

“I am sorry as we can only share the normal transaction history and we do not have an option to share the statements like bank statements which shows opening and closing balance.”

So I’ve no idea what I’m meant to do.

JustMe wrote:

I’ve been in touch with PayPal again to ask for monthly statements that have an opening/closing balance on, a bit like a bank statement. They have just sent a load of files none of which UC will accept because they’re just lists of transactions and not what is being asked for. Then now PayPal have messaged saying: “I am sorry as we can only share the normal transaction history and we do not have an option to share the statements like bank statements which shows opening and closing balance.” So I’ve no idea what I’m meant to do.

On a browser
Log in to your PayPal account:

How do I view and download statements and reports?
To view and download all reports on the web:
1. Go to Activity.
2. Click the Download icon
3. Click Custom.
4. Select the report that is most suitable for you.
5. Follow the prompts to create and generate your report.
6. When the report is ready, click Download.

When each month is downloaded they have several pages and have all the information UC are requesting.
Opening and closing balances and all transactions.