Send daily donor and transaction summary to fundraising
Send daily donor and transaction summary to fundraising
Yesterday's donor and transaction entries can include duplicates or unmatched gifts that slow reconciliation. Get one morning email so fundraising clears exceptions before the next business day.
Overview
Stop mornings spent hunting for yesterday's unmatched gifts and duplicate donor records. This workflow consolidates donor and transaction exceptions into one concise morning email so fundraising and database teams can triage and resolve issues before the next business day.