AffiniPay provides three primary reports to help you track transactions and reconcile deposits. Once generated, any report can be exported to Excel, CSV, or QuickBooks Online.
Available Report Types
Report Name | Best For... | Details Included |
Transaction Report | Detailed Auditing | Shows all data points, including invoice numbers, member IDs, and unique transaction IDs for a chosen timeframe. |
Monthly Deposit Report | High-Level Reconciliation | Displays daily batch totals for the entire month. Click a specific day to see the underlying transactions. |
Daily Deposit Report | Day-to-Day Tracking | Focuses on a single day's batch and the specific transactions that make up that total. |
How to Run a Report
Follow these steps to access and export your data:
Click the Reports tab in your AffiniPay account navigation bar.
Choose between Transaction Reports, Monthly Deposits, or Daily Deposits from the top sub-navigation menu.
Set your desired date range and run the report.
Click the export icon to download your data for Excel, CSV, or QuickBooks.
