How to Export Transaction Data
To access transaction data for a specific period:
Navigate to Finance Hub
Click on Reports
Select "Allowance Activity"
Understanding Date Fields in Reports
When reviewing transaction data, there are two important date fields to understand:
Created Date | When the money was taken from the account | Use this date for accounting and reporting purposes |
Effective Date | When the authorisation was initiated | Used internally for allowance management |
Note: When reconciling transactions for a specific month, always filter by the Created Date rather than the Effective Date. The Effective Date may show entries from previous months, as it reflects when the authorisation was initiated.