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How to Prepare for a Board Meeting or Auditor

Last Updated: Apr 15, 2019 02:24PM CDT
It's important to be prepared for your board meetings and auditors. The AffiniPay reports are accessible anytime and can be exported to Excel, CSV, or Quickbooks online. The transactions report will show custom data sent over from your AMS provider so you can see more information about the transaction.  We recommend running this report each month and keeping a yearly Excel file with a tab for each month.  

For best practices on how to prepare your AffiniPay reports for a board meeting or an auditor, please watch our video here.  

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