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Automate Financial Tasks

Save time and money with electronic systems.

Last Reviewed: April 7, 2020
Automate Financial Tasks
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Automation eliminates as many manual tasks as possible, reduces human error, and streamlines various processes. To automate a financial task, a treasurer or financial manager identifies repeatable, logical, mundane tasks that are done on a weekly, monthly, or annual basis. Once identified, a financial manager works to find and optimize available technology to help reduce the time it takes to do these tasks.

Recording donations

Simple e-giving systems reduce the time it takes to record donations, and they import directly into a donor management system. This allows both you and your donor to see donation history in real-time. Consider asking donors to set up recurring online gifts, specifically during the summer months, when people go on vacations and giving to the church tends to take a dip.

Pinpointing dips in giving

An automated process can trigger an email to the appropriate church leader ...

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Posted:
  • December 16, 2016
  • Last Reviewed: April 7, 2020

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