# Review transaction totals and supporting files

> Use Transaction Metrics and Summary, export a summary PDF, and upload or view carrier files.

Language: en-US. Product guide: https://agencymesh.app/help/transaction-reporting-files/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Compare transaction sources and manage their supporting files. Carrier, merchant, and deposit amounts can represent the same payment; do not add them into one sales total.

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## Compare sources in Transaction Metrics

**Where:** Reports > [Transaction Metrics](https://app.agencymesh.app/transactions/icrTransactionMetrics).

1. Choose **Office** and **Month**, or **Custom Range** with **Start** / **End**. Click **Get Metrics**.
2. Compare **Carrier Amount**, **Merchant Net Amount**, and **Deposit Amount** separately; use the daily charts and office breakdown to locate differences.

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## Review and export Transaction Summary

**Where:** Transactions > [Transaction Summary](https://app.agencymesh.app/transactions/icrTransactionSummary).

A summary can include incomplete imports. Check **Transaction Queue Report** if expected records are missing.

1. Choose **Office** and **Start**. Set **End** for a range or leave it blank for one day, then click **Summary**.
2. Use the office tabs to compare sources; **Export PDF** saves the filtered summary.

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## View a supporting file

**Where:** Transactions > [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles).

1. Choose **Office** and **Transaction Date** to reveal **Upload File** and **View Files**.
2. Under **View Files**, choose **Bank Deposit** or **Carrier**, then **View** on the file.

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## Upload a carrier source file

**Where:** [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) > Upload File > Carrier.

An upload stores evidence; it does not import or match transactions. Existing filenames are not replaced, so check the list before retrying an unclear upload.

1. Set **Office** / **Transaction Date**, choose **Vendor**, and select one JPEG, PNG, or PDF.
2. Click **Upload**. Find it in **View Files > Carrier**.

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## Upload a bank deposit receipt or slip

**Where:** [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) > Upload File > Bank Deposit.

Use this page even when the Dashboard has no missing-deposit row. **Transaction Date** is the deposit date; **Deposit Covers** is the period covered. See [Bank Deposits](/help/bank-deposits/) for Dashboard shortcuts and corrections.

1. Set **Office** and **Transaction Date**, then choose **Bank** and enter **Amount**, **Agent Name**, and **Deposit Number** if available.
2. Set **Deposit Covers: Start Date** and **Deposit Covers: End Date**. Choose **Attach Deposit Slip**, then click **Submit Deposit**.

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## Investigate totals that do not agree

Match offices and dates, then compare the same source: **Carrier Amount**, **Merchant Net Amount**, or **Deposit Amount**. Inspect differences in **Transaction Search** / **Transaction Matching**.

Check **Transaction Queue Report** for unfinished imports and **Transaction Files** for evidence. Give Accounting the exact source, office, period, and discrepancy if they still disagree.

## Related guides

- [Find and reconcile transaction records](https://agencymesh.app/help/transactions.md)
- [Find, compare, and correct transactions](https://agencymesh.app/help/transaction-search-and-matching.md)
- [Files, dates, and limits](https://agencymesh.app/help/files-dates-and-limits.md)