Staying organized with your financial data is essential for smooth board meetings and successful audits. AffiniPay provides flexible reporting tools to help you track every transaction with precision.
Accessing Your Reports
AffiniPay reports are accessible at any time and can be exported into multiple formats to fit your existing workflow:
Excel: Ideal for manual data manipulation and internal record-keeping.
QuickBooks Online: Seamlessly sync your transaction data with your accounting software.
Best Practices for Reporting
To maintain a "clean" audit trail, we recommend implementing the following habits:
Run Monthly Reports: Generate a transaction report at the end of every month.
Centralize Your Data: Maintain a single "Yearly" Excel file with individual tabs for each month.
Review Custom Data: Use the Transactions Report to view custom metadata sent from your AMS (Association Management System) provider for deeper context on specific payments.
Video Tutorial: Reporting Walkthrough
For a visual guide on how to prepare these reports specifically for external auditors or board reviews, watch the tutorial below:
❗️TIP
Ensure all custom fields required by your board are enabled in your AMS settings so they appear automatically in your AffiniPay transaction exports.