Katie has been working for or with nonprofits and associations for 29 years. Somehow, a short stint in membership turned into years of helping organizations get the most out of their CRM systems. A true Salesforce devotee, you can often hear her wax poetic about the “beauty” of a good flow or roll up summary. She loves making data come alive for users with clicks, not code.
Katie has a BA in American Studies from Franklin and Marshall College with a minor in Secondary Education. She is a Salesforce Certified Administrator, Advanced Administrator, Nonprofit Cloud Consultant, Sales Cloud Consultant, Service Cloud Consultant, and Marketing Cloud Email Specialist.
Katie lives in the DC suburbs with her husband, two kids, and a dog and a cat. In her spare time, you can find her running school PTO events or fundraising drives or working with Girl Scouts. Having completed a half marathon, she now just tries to keep up with her crazy running in-laws one 5k at a time.
Thanks for staying with me. This might be the most important topic I cover in this series – Reconciliation. Reconciliation can be challenging, but if you do it often enough, you will sail through your audits easily because you will know that the transaction entries created by Fonteva match ledgers in your financial system. Fíonta […]
We’re finally here! Last month, we focused on the final piece of the puzzle, receipts and receipt lines. We’ve learned enough about the Fonteva data model to talk about reporting. Access the Entire Fonteva Finance App Series Watch now Reporting is where the power of the Salesforce Platform with the Fonteva product is realized. In […]
Last month, we focused on sales orders and sales order lines. After we finished that, I realized I really needed to throw in a bonus blog post about Receipts and Receipt lines. Receipts and receipt lines are critical records in Fonteva as they closely relate to payment and refund tracking. When a payment is made, […]
Now that we are comfortable with business groups and items, we turn our attention to sales orders and sales order line records. Access the Entire Fonteva Finance App Series Watch now Every transaction in Fonteva starts with a sales order. As new information is provided, sales orders may be converted to invoices (2019-R1 or earlier) […]
The Business Group record is where it all begins. It’s the definition of the financial organizations you are managing in your Fonteva instance. Access the Entire Fonteva Finance App Series Watch now You may only have one business group if you manage one set of books within the same system. However, most associations are managing […]