Finance: label donations with fund and net amounts

Finance coordinators see donation payments missing fund and net info, causing misattributed gifts and audit risk. It tags payments with fund, net, and source for accurate reconciliation.

Overview

Unattributed donations create reconciliation work and audit exposure for finance teams. This workflow ensures every payment is labeled with fund, net amount, and source so finance has reconciliation-ready records and fewer manual corrections.

Notable Features

Attach fund metadata to payments
Compute net donation amounts from fees
Create reconciliation ready transaction records