Importing transactions for accounting purposes is one of the biggest timesavers for Communal admins.
You'll be able to download a CSV of the transactions that are included in each payout that hits your bank account. From here, you can import them into your accounting solution.
Steps to export your transactions:
- Go to Reporting →Payout Reports to view all of the aggregate payments that have hit your bank account. The number of payouts will be based on your payment schedule (daily, weekly, or monthly).
- Find the payout you would like to download.
- Click the ••• then select View Details.
- Select Export to CSV.
- You will now have a CSV file with all of the transactions included in the payment.
- Go to your accounting software and find the area where you can upload transactions. Map the headers of the CSV file and then complete the import.