For finance: capture donor gifts into review spreadsheet

Finance coordinators lose membership donations hidden in payment feeds, creating reconciliation gaps. Each donation is logged to central sheet so finance reconciles income and tracks recurring donors.

Overview

Missed or late-recorded membership donations create reconciliation headaches and audit risk for finance. This workflow captures every membership gift into a central review spreadsheet, closing reconciliation gaps and surfacing recurring donors for stewardship. Finance leaders get reliable records and fewer manual fixes at month end.

Notable Features

Add donation rows to spreadsheet
Format payment dates for reconciliation
Flag recurring donations for review