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Create review row and notify reviewer for out-of-year gifts

Create review row and notify reviewer for out-of-year gifts

Your gift records sometimes carry the wrong year, which skews monthly totals and stalls reconciliation. This captures mismatches and alerts project managers so issues are fixed before monthly close.

Create review row and notify reviewer for out-of-year gifts

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Overview

When gift year values drift, month-end reports become unreliable and reconciliation drains capacity. This workflow logs every year mismatch and routes it to project and finance reviewers, so issues are triaged and corrected before the monthly close.

Create review row and notify reviewer for out-of-year gifts