Finance: post one-off donor payments to ledger instantly

Finance staff miss one-off donation receipts, creating reconciliation gaps and audit exposure. This workflow records each donation as a bank transaction so reconciliations start sooner.

Overview

Missed donor receipts create reconciliation gaps and raise audit exposure for finance staff. This flow posts one-off donations as bank transactions in your ledger so receipts are recorded and reconciliations begin sooner, giving finance teams a cleaner audit trail and far fewer manual entries.

Notable Features

Create ledger bank transactions
Match donor payments to contacts
Attach receipts for reconciliation