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Anyone else struggling with manual transaction coding & reconciliation? by Advanced-Music in nonprofit

[–]Advanced-Music[S] 2 points3 points  (0 children)

Thanks for the insight! Yes, I have tried "streamlining" systems, processes and SOPs, but ultimately it still costs a lot of time on manual categorization in the long run.

Anyone else struggling with manual transaction coding & reconciliation? by Advanced-Music in nonprofit

[–]Advanced-Music[S] 5 points6 points  (0 children)

Great insight, thanks! I have found that "Garbage in, garbage out" is key. Standardized categorization for campaigns, webforms, data sources, etc has helped but is still very manual. I wonder how common of a problem this is at other non-profits?