> For the complete documentation index, see [llms.txt](https://help.givechariot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.givechariot.com/gift-processing/gift-entry-teams.md).

# Gift Entry Teams

### What Changes?

With Chariot, gift processing becomes less about hunting for data across spreadsheets, emails, checks, and payer portals — and more about reviewing, approving, and routing gifts with confidence.

Payments and donation data from all [Payment Sources](/getting-started/payment-sources.md#connected-sources) land directly in your Chariot Deposit Account already matched, standardized, and formatted for processing.

<figure><img src="/files/aCxGCJd1O4xnpwGcMpN0" alt=""><figcaption></figcaption></figure>

Instead of manually collecting files and reconciling ACH deposits by hand, your team works from one centralized operational workflow.

***

### Your Daily Workflow

As gifts arrive, donation records automatically appear in Chariot alongside their associated deposits

<figure><img src="/files/TS07wekcRVebdVqZ7Onl" alt=""><figcaption></figcaption></figure>

1. **Review Incoming Donations:** Navigate to your [customized](/gift-processing/custom-tables.md) Donations table to review newly settled donations and organize work around your team’s workflow using
2. **Review & Apply Coding:** Review coding automatically applied by your [Policies](/gift-processing/policies.md) (i.e., Constituent IDs, Campaign Codes) then make any manual adjustments
3. **Export Donations To Your CRM:** Export donation data into your CRM using [Export Templates](/gift-processing/export-templates.md) configured for your organization’s import format.
4. **Mark Donations As Complete:** Once exported and processed, update custom workflow statuses to mark donations as completed and keep your operational queues organized.

{% hint style="info" %}
Always include the **Deposit Settled At** date and **Deposit ID** when entering donation records into your CRM. These fields allow your organization to trace every donation back to its associated deposit, making reconciliation and audit workflows significantly easier for accounting and finance teams. See [Key Concepts](/getting-started/key-concepts.md#donations-and-deposits).
{% endhint %}

***

### Time Saving Features

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Payment Sources</td><td><a href="/pages/NBXAp0LA0otgqGirnbmO#type-2-additional-sources">/pages/NBXAp0LA0otgqGirnbmO#type-2-additional-sources</a></td></tr><tr><td>Custom Tables</td><td><a href="/pages/VwXCg1mqq2tpEkGlws5A">/pages/VwXCg1mqq2tpEkGlws5A</a></td></tr><tr><td>Policies</td><td><a href="/pages/BfIQSxwcWb8HhYAjLp1l">/pages/BfIQSxwcWb8HhYAjLp1l</a></td></tr><tr><td>Digial Mailbox</td><td><a href="/pages/WN3ugQLhZAjesP17OPif">/pages/WN3ugQLhZAjesP17OPif</a></td></tr><tr><td>Export Templates</td><td><a href="/pages/ECrc6wnWaDNmAf5Cq3Ol">/pages/ECrc6wnWaDNmAf5Cq3Ol</a></td></tr></tbody></table>


---

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