King_carin - Transfers | Stripe Developers | Page 1

oblique notch Oct 6, 2021, 9:50 PM

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Hello! Can you provide more information about where exactly you want this information to show up?

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For example, are you looking for something that shows up in the Stripe Dashboard?

next temple Oct 6, 2021, 9:54 PM

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Thanks for a quick reply!
We got some feedback from one of our connected accounts that they'd like to see what product the transfer is attached to. Basically an itemised bill / receipt. Currently it only shows the transfer ID and I'd like to attach a product name with the receipt.

I have all the information available on the transfer creation and I have added it to the transfer description.

oblique notch Oct 6, 2021, 9:54 PM

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This is for Standard Connect accounts, right?

next temple Oct 6, 2021, 9:55 PM

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Yes, I think so. We have created the accounts through the Stripe Dashboard.

oblique notch Oct 6, 2021, 9:56 PM

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The connected accounts have access to the full Stripe Dashboard, correct?

next temple Oct 6, 2021, 9:58 PM

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I am not sure if they have currently, but if they don't it is something that I def should look into setting up. Side question on that: can you provide a scoped access to the dashboard so they only see the transactions and transfer related to their account? If that is not the default setting that is.

Preferably we'd like to add a description line to this receipt.

oblique notch Oct 6, 2021, 9:59 PM

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It is not possible to add a description to that receipt.

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can you provide a scoped access to the dashboard so they only see the transactions and transfer related to their account?

No, not the way you're describing. With Connect your platform account connects to separate Stripe accounts. Those connected accounts are either Standard (full Stripe Dashboard access to their own accounts) Express (access to a limited Express Dashboard hosted on Stripe) or Custom (no Dashboard access; the platform manages the entire experience through the Stripe API).

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To clarify, you said earlier:

Currently it only shows the transfer ID and I'd like to attach a product name with the receipt.

I'm not seeing the Transfer ID on that receipt. Is that what you were referring to, or something else?

next temple Oct 6, 2021, 10:02 PM

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Oh, I am sorry. I sent the wrong receipt. This is the one I meant

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Ah, I think the Standard full stripe dashboard is what I meant. That is, they don't see the details relating to other connected accounts

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Say for example that StikkiNikki goes to the Stripe Dashboard, preferable we do not want them to see transactions or some other data relating to another venue that is connected to our marketplace.

oblique notch Oct 6, 2021, 10:04 PM

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Yep, that makes sense.

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Can you paste that Transfer ID here so I can look it up and get full context?

next temple Oct 6, 2021, 10:05 PM

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tr_3Jhhv3Ip59FjrMUH2dYNUJ07

This transfer was made in test mode though. I can send you one created from our live account if that's better?

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They wont have any data attached to the description though. It's a functionality I'm trying to build atm.

oblique notch Oct 6, 2021, 10:06 PM

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Test mode is fine!

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Hang on...

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Ah, okay, so that Transfer was to an Express account.

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So the answer in your case is no, I don't believe you can modify the content shown in your screenshot above.

next temple Oct 6, 2021, 10:09 PM

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Thank you for the answer!
Would it be possible if it was a Standard account?
And / or do express accounts have access to view their transfer history in the limited Express Dashboard?
Or if you don't have the time, is there some way I can look at a demo Standard vs Express dashboard experience?

Again, thanks for your time!

oblique notch Oct 6, 2021, 10:10 PM

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If it was a Standard account you could add metadata to the Payment object that exists on the connected account. The connected account holder would be able to see that metadata in the Stripe Dashboard.

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Express account dashboards show payout and account information and not much else, really. You can see a demo of an Express dashboard by going to https://rocketrides.io/ which is our Stripe Connect Express demo.

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Click on the Become a Pilot button to "sign up" and get to the Express dashboard.

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There's more information about the demo here: https://stripe.com/docs/connect/express-accounts#express-demo

next temple Oct 6, 2021, 10:14 PM

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Thank you, I think I will be able to sort it out from here!
Just to clarify one thing, then I'll let you go (sweaty smile), did the Standard Connected Account only have access to the stripe data relating to their account in the stripe dashboard or access to data relating to all the connected accounts?

oblique notch Oct 6, 2021, 10:14 PM

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They only have access to their own account info.

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Only the platform (your) Dashboard has access to all of your connected accounts.

next temple Oct 6, 2021, 10:15 PM

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Awesome - seems logical. Then there should be no problem going forward. Thank you so much!

oblique notch Oct 6, 2021, 10:15 PM

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Happy to help!

#King_carin - Transfers