Update donation rows with designation and fund info
Update donation rows with designation and fund info
Your donation transactions often lack mapped designation and fund details, creating reporting gaps for finance and program staff. This keeps your transaction dashboard accurate for monthly reconciliation.
Overview
Missing designation and fund details in transaction rows creates extra work and risks reporting errors for finance and program staff. This workflow pushes updated gift line items into your transactions sheet so reconciliation and grant reports are accurate by the next monthly close.