Donation receipt review queue
Send the organization’s approved receipt template and a limited gift export. Grantkeeper places recorded facts into a review sheet and flags missing or contradictory fields. It does not choose tax language or value donated goods.
Fictional example.
Start with the source records
Send the organization’s approved receipt template and a limited gift export. Grantkeeper places recorded facts into a review sheet and flags missing or contradictory fields. It does not choose tax language or value donated goods.
Separate a payment processor receipt from the organization’s acknowledgment. Preserve refunds and corrections as their own entries. A checked export can support your review, but a readable document alone does not establish that its figures are complete.
Check before using the draft
Gather and organize only. Finance checks receipt wording and any reporting requirements before issue.
Use QuickBooks, Microsoft 365 / Outlook. Read the donor follow-up guide.
Sources: Microsoft 365 / Outlook documentation, QuickBooks documentation
What you send
Gather these receipt records for our finance reviewer. Flag missing amounts and conflicting addresses.
What Grantkeeper prepares
A receipt review queue with source IDs, missing fields, adjustments and draft questions for finance.
What to keep in mind
Gather and organize only. Finance checks receipt wording and any reporting requirements before issue.