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- Donor Management System
- Process
- Donation receipt review
Donation receipt review
For a confirmed donation, the finance officer prepares a receipt against its funding case and records the donor text and amount. A separate reviewer inspects the evidence and writes a decision. Finance checks any linked operation result before completing the receipt.
Step by step
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Prepare the receipt Finance Officer
Finance Officer acts on the linked records. Enter donor text, amount, date and parent case.
- Enter donor text, amount, date and parent case.
- Updates Donation receipts, Funding cases
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Submit for review Finance Officer
Finance Officer acts on the linked records. Compare the receipt with the confirmed fund event.
- Compare the receipt with the confirmed fund event.
- Updates Donation receipts, Fund events
-
Decide independently Receipt Reviewer
Receipt Reviewer acts on the linked records. Record a decision and reason under the parent case.
- Record a decision and reason under the parent case.
- Updates Review decisions, Donation receipts, Funding cases
ApprovalA person approves before the work moves on. -
Record completion Finance Officer
Finance Officer acts on the linked records. Check the provider reference and any operation result.
- Check the provider reference and any operation result.
- Updates Donation receipts, Operation receipts
Who does what
Roles and permissions- Finance Officer
- , Receipt Reviewer, Operations Lead.
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