Stop GAU allocation errors for accountants before close

Accountants miss GAU allocation changes, leaving invoices and donor allocations incorrect for month-end reconciliation. So invoices and allocations are corrected before reconciliation.

Overview

GAU overwrites often leave invoices and donor allocations incorrect at month-end, creating audit risk and rework for accountants. This workflow converts every GAU change into a prioritized finance task with record links and ownership, preventing reconciliation surprises and helping ensure no missed allocation updates.

Notable Features

Create accounting tasks on GAU changes
Include allocation details and record links
Assign tasks to accounting owner