For project directors: notify finance and regional leads on donations

Project directors miss offline donations, causing reconciliation delays and late donor receipts. Alerts go to regional funds and accounting so reconciliation starts and receipts are issued.

Overview

Missed offline donations create reconciliation gaps and late receipts that frustrate donors and overload project directors. This workflow routes every donation to regional fund contacts and accounting, eliminating missed follow-ups and ensuring finance can reconcile and issue receipts promptly.

Notable Features

Notify regional funds and accounting
Attach donor and transaction details
Route offline donations for reconciliation