Standard procedure
Recording a donation deposit
- Purpose
- Record every deposit the same way, so the books stay accurate between treasurers.
- Who
- Treasurer or designated volunteer
- Owner
- Treasurer
- Last reviewed
- Set when your team approves the page
- Open the deposit log.
- Enter the date, amount, and deposit number from the bank receipt.
- Attach a photo or scan of the receipt.
Watch for. Donor names do not go in the shared log. They stay in the secure system only.