UPERDFI acquired QuickBooks Online after the live testing of the software in February-March. We expect to completely migrate our 2021 transactions to the cloud after the 2020 Audit and tax-filing routines.
Member Rico Ibana proposed the use of a Document Management software for managing relevant donation documents and procedures. The system will enable the tracking of donations, and alerting for funding, collection, and disbursement. Donors will also be given access to their ledgers to track all their transactions.