Bring your xero transactions, contacts, tracking categories, account codes, bank accounts and invoice payments automatically into infoodle to extend the information you have for your donors. Enjoy quicker receipting and accurate targeting of donors by including their financials.
Non profiles use this powerful xero feature to tag transactions to grants, projects or targetted giving to individuals. infoodle honours these too so you can report income to campaigns or individuals
Reduce errors by removing manual intervention – transactions entering the bank appear on a donors profile without retyping or editing of data
Import data from the past – no need to wait until the start of the financial year
Split transactions how you need them split, following your processes. When banking a single transaction, you can identify the split of the transaction to each donor, account code and tax status in infoodle then send this to xero. Your accountant then has a ‘receive money transaction’ – or visa-versa. It separates donations from the finances