Skip to main content
The Finance tab is where you see and control every movement of money in your Shor account.

​
What’s in Finance

Accounts

Your Shor virtual account: current balance, activity, and currency breakdown.

Connections

Bank accounts you’ve linked to Shor for funding.

Payments

Every payment you’ve sent, with status and receipts.

Transactions

A detailed view of every money movement: debits, credits, and transfers.

​
Accounts

Your Shor virtual account holds funds between being debited from your bank and being paid out to workers. It gives you:
  • A running balance, updated in real time
  • A per-currency breakdown if you run multi-currency payroll
  • A complete history of movement in and out
  • A dashed line on the balance chart marking your reimbursement float, if you’ve set one in Settings → Payments

​
Connections

The Connections tab lists every bank account you’ve linked. For each, you’ll see:
  • The bank name and last four digits of the account
  • Status: Connected, Pending, or Failed
  • Whether it’s your primary funding source
From this tab you can add a new bank account, mark one as primary, or disconnect one you no longer use.

​
Payments

The Payments tab is the operational log of every payment you’ve sent:
  • Status: pending, processing, completed, failed, cancelled
  • Recipient: which worker received it
  • Amount and currency
  • Type: salary, hourly, milestone, bonus, commission, reimbursement
  • Reference: any note you added when sending
Click any payment to see the full detail, including receipts and the transaction chain.

​
Transactions

The Transactions tab is the accounting view: every debit, credit, and internal transfer. Use it for:
  • Reconciling against your bank statement
  • Exporting data to your accounting software
  • Auditing money movement
  • Tracking transaction statuses (initiated, processing, completed, failed)
Transaction types you’ll see:
  • Deposit: funds moving into your virtual account from a connected bank
  • Withdrawal: funds leaving your virtual account to pay a worker
  • Transfer: internal movement (e.g., currency conversion)

​
Exporting Data

Every Finance view has an Export button. You can download CSV files by date range for:
  • Payments
  • Transactions
  • Expenses
  • Payroll runs
The CSV is formatted to be easy to hand to your accountant or import into your accounting software.

​
Reconciliation Workflow

A typical month-end close on Shor:
1

Export the Month's Transactions

Pull a CSV of all transactions in the period.
2

Match Against Your Bank

Every debit from your connected bank should match a corresponding deposit into your Shor account.
3

Match Against Payroll Runs

The total of payments going out should match the approved payroll runs for the period.
4

Reconcile Fees and FX

Shor platform fees and FX margin are itemized; pull them into your P&L under the right category.

​
Next Steps

Transactions Detail

Deeper look at the ledger view.

Billing

Manage payment methods and invoices.