Understanding your Zeffy payouts: a simple process for monthly bookkeeping скачать в хорошем качестве

Understanding your Zeffy payouts: a simple process for monthly bookkeeping

Zeffy payouts are designed to be simple and transparent, but as your nonprofit grows, reviewing monthly payouts can involve a few extra details. In this session, David DuCharme, Treasurer at Milton Hershey School Alumni Association, walks through the straightforward system he uses to review Zeffy payouts each month. You’ll see exactly where each dollar comes from, what to export, and how to organize payout data so your records stay accurate. What you’ll learn: ✅ How to view the full breakdown of a Zeffy payout ✅ A simple process for reviewing payouts in a spreadsheet ✅ What to watch for, like refunds and multi-event forms ✅ When automation might make sense