09. Financial

Financial Reconciliation*

This module will explain how to configure Donorfy with your account / nominal codes information, export transaction data out of Donorfy, and then reconcile those transactions with a pivot report in excel so you can compare the aggregated information against your bank statements/finance system.

Type: Video Duration: 19 minutes

  • 1. Introduction
  • 2. Codes
  • 3. Accounts Download
  • 4. Reporting
Completion rules
  • All units must be completed