Accountants
Your organization invited you to see its money in Bless. You can read every number and download every file in Finance. You cannot change events, contacts or settings.
- Accept your invitationSet your password from the invitation email.
- Your accessWhat you see when you sign in, and what you can do.
- Exports and bookkeepingEvery export, and matching payouts to the bank.
The short version
- Open the invitation email and press Accept Invitation. Set a password.
- Bless opens Finance. You see the Events, Generosity and Payouts tabs.
- Each month, export the payouts and the gifts, and match the payouts to the bank.
- Ask an owner or admin to give a refund or change a fund’s GL code.
Updated
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