Create an Upload for cash receipts input (integrate RE work with FE work)

Can we create an excel upload for cash receipts so that input for donations can be performed by Raiser's Edge Advancement team, and then Finance team can review input to upload to post cash receipts? To alleviate duplicate input of donations and to enhance data integrity and alleviate input errors.

  • Guest
  • May 31 2022
  • Needs review
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  • Sharelle Buyer commented
    1 Jun, 2022 05:16pm

    There is a RE to FE integration tool that we are currently implementing that will alleviate double entry of donations.