Filter Account Records & Best Practices

The Account Records tab will give you an overview of all records for any withdrawals and transactions that have been made. You can pull a detailed report by specific date range, activity type, or campaign. Once you have selected the criteria, click “Generate Report,” and the results will appear below.

After generating the report, you have the option to print the results, view full report to export into a .csv file, or you can create a custom export.

You can click “Transfer This Amount," to transfer the exact amount from your report to the bank account as a quick way to keep your bookkeeper happy! Having a transfer amount that matches a report exactly will allow you to match individual transactions with transfers to your bank account - individual transactions on Flipcause do not otherwise correspond to the amount that was transferred, since you can opt to transfer any amount of your choosing.

See also: on reporting donations and fees