Automated reconciliation? It’s about time! (50% less time, to be specific.)
Reconciliation has historically been one of the worst nightmares of giving systems. We don’t have to tell you about the challenges of …
- Trying to match batched deposit amounts to specific gifts
- Manually breaking down gifts into their various designations or campuses
- Sorting out gifts according to the various fee schedules they fall into
But now there’s a solution!
Vision2 automated reconciliation cuts processing time in half (or more)
Our mission is to really help churches with the challenges they face around online giving. So creating auto-reconciliation was an important goal for us.
Our short, simple GL files report validates ALL transaction details for you, including:
- Automatically sweeping chargebacks, refunds and any other changes, and attributing them to the right transactions, then updating the GL.
- Attaching unique deposit IDs to transactions so that tracking back transactions to deposits during an audit is a snap!
- Seriously simplifying fund designation posting
See it for yourself. Reach out to connect with us.
Other blogposts in this series: