Directors of operations keep donation records reconciled and accurate
Directors of operations keep donation records reconciled and accurate
Director of operations sees donation fees missing in CRM, creating reconciliation and audit risk. It writes fees and net amounts to the matching opportunity so finance and ops have reconciled records.
Overview
Missing fee fields create reconciliation headaches and audit risk for small nonprofit ops. This workflow keeps processing fees, app fees, and net amounts reflected in the CRM and accounting system, eliminating manual entry and producing reconciled records. Finance and operations report fewer manual fixes at month-end.
Notable Features
- Calculate processing and app fees
- Write fees to CRM opportunity
- Notify finance and ops on updates