single report which includes both donation form data and financial reconciliation data

Our finance team is asking for a more complete report as the present report available to them through BBMS is not adequate for their needs. Without the complete information (both donation form data and financial reconciliation data) in one report it’s challenging for them to reconcile accounts and report to IRS.

  • Joan Campbell
  • May 21 2025
  • Reviewed: Voting Open
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