Integrations

• Accounting system. Agree how recorded fund receipts and disbursements will be checked against the organization’s books. Use case and event references to reconcile the two sources.
• Payment service. If a team executes disbursements outside the app, keep the payment outcome there and enter the disbursement amount, date and reference on the related fund event.
• Donor communications. Keep donor contact details current and retain correspondence or acknowledgments in the communications system under the correct donor identity.
• Identity management. Review Users and team members with Admin before giving staff access to funding or beneficiary information.

Give each connection an owner, a source of truth and a rule for handling repeat or failed updates. Record each pledge, receipt, disbursement or adjustment under its own event type, date and reference. Check any external payment outcome in the payment system. Finance Lead checks discrepancies against the original case and event instead of treating a transmitted message as proof of received funds.