What regular tasks should be done EACH WEEK?
The following tasks are typically carried out weekly.
- Purchase -> Receipts -> Approvals -> Payments
- Invoicing (if applicable)
- Bank Deposits (if applicable)
The default dashboard view enables you to easily see the main workflow, with additional options available in the sidebar menu.
You can find a Finance Task Checklist for Churches and Charities on the ExpensePlus blog.