Create donation reference numbers for new donation records
Create donation reference numbers for new donation records
Your donation records lack a concise reference, causing reconciliation bottlenecks and donor query delays. Adding a short reference to each record speeds reconciliation and donor replies the same day.
Overview
When donation rows arrive without a short ID, reconciliation and donor replies become slow and manual for program coordinators and finance staff. This flow creates compact reference strings on new donation records so teams can reconcile and respond the same day.