Marketing ops: Ensure GST receipts reach finance and awards
Marketing ops: Ensure GST receipts reach finance and awards
Marketing ops miss payments when GST receipts never reach finance and awards inboxes. Route each payment receipt to finance and awards inboxes so admins have proof and supporter queries get answered.
Overview
Missing GST receipts create reporting gaps and slow supporter responses for marketing-driven fundraisers. This workflow routes each payment receipt to finance and awards inboxes and attaches proof to bookkeeping records, eliminating manual handoffs so admin staff can answer supporters and keep reports current.
Notable Features
- Send receipts to finance inboxes
- Attach receipt PDFs to records
- Alert awards and finance teams