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Enhancements Needed for Fee Management and Auditing Tools in Karma411

This document outlines several issues and proposed enhancements for the fee management and auditing tools in Karma411. Key concerns include the failure of retroactive fees to work, incorrect recording of registration fees as donations, and the need for an improved Fee Admin Tool. Proposed solutions suggest creating rules for various fees (client, partner, and Karma411), allowing retroactive fee changes, and enabling assignment of checks to donations. These improvements aim to streamline fee management for nonprofit organizations.

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Enhancements Needed for Fee Management and Auditing Tools in Karma411

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  1. Fee and Auditing Tools Jules is the contact person for specific requirements and sign off

  2. Fees error • Retroactive fees not working • Not recording registration fees as donation correctly (not showing up in fee report correctly)

  3. Fee Admin Tool • Ability to create rule for • Client fee • Partner fee • Karma411 Fee • Provide option to retroactively change fees

  4. Assign Checks to Each donation • When payments are made to a nonprofit, Karma411 Admin can log in to Admin tool and put in the check number to assign to all of the collections

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