Familiarize yourself with your organization’s monthly processing tools by completing these 3 steps in your environment:
- Check for Pending Revenue: Navigate to Transactions > Recurring Transactions. Review the list to see if you have any pending automated gifts that need to be manually posted for the current month.
- Analyze In-Kind Balances: If you have access to accounting reports, practice running an account analysis on your In-Kind Contributions Transfer Account to see if any balances need to be reclassified before month-end.
- Review Closing Dates: Navigate to Utilities > Books Closing. Look at the current date listed for your Soft Close and Permanent Close. (Note: Do not change these dates without approval from your Company Administrator).