Northpoint — Venmo & Off-Channel Transaction Log

Bills & Expensesvendor bills & reimbursements Venmo & Banklog a payment already made W-9 Registerwho we already have on file

We paid someonemoney went out We received moneymoney came in

Logged by

Date of the transaction

How the money moved

Amount

Paid to

What was it for?

One plain sentence is perfect. This is what lets it get coded right the first time, with no follow-up question.

Who did we pay?

A business / vendora company, store, or organization An individual — for servicesspeaker, musician, childcare worker, contractor — anyone we paid to do something An individual — paying them backreimbursing someone for something they bought, or another personal repayment

"For services" matters for year-end 1099 reporting, so please pick carefully.

W-9 upload (optional — only if we do not have one on file yet)

If this is the first time we are paying them, attach a W-9 - a photo or PDF works. If we already have one on file, skip it.

Ministry area / class

Expense account

Receipt / screenshot (optional — a Venmo screenshot works great)

Anything else? (optional)

STEP 1

You pay

Venmo, Zelle, check, or ACH — same as today

STEP 2

Log it here

Right after, while it's fresh — 60 seconds

STEP 3

NP Finance Team matches it

Your entry is reconciled to the bank

STEP 4

Booked & done

No follow-up questions needed

✓

Transaction logged

Your entry is in. The NP Finance Team will match it against the bank — nothing else for you to do.