Year end process and details: Checklist

Whether your Spark site administration is set to a calendar year or a fiscal year, it’s never too soon to consider your program budget and payroll needs. We’re making the process easier this year, so it’s a lighter lift during your busiest time. Following these steps will guarantee your readiness at year-end: 

  1. Review your Spark budgets
  2. Review and edit your budget display
  3. Update your payroll schedules (if you have payroll enabled)
  4. Communicate year-end deadlines to your people
  5. Confirm your updated Purchase Orders with the Benevity Finance team
  6. Discuss your year-end reporting needs with our teams

 

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