CATEGORY/QUERY: Financial/Financial Transactions NOTES: This query describes financial transactions. Financial Transaction Code/ID Text (30) Required Unique code/id to describe transaction. Financial Transaction Description Text (50) Optional Description/memo of transaction. Transaction Date DateTime Required Actual date of transaction. Amount Currency
Financial Information is the category you should implement to provide financial information to your staff. Currently, TntConnect will use this to display to your staff their account balance while they download donation information into TntConnect. In the future, web-based tools will provide for online income/expense reports. There are three data targets
CATEGORY/QUERY: Financial/Financial Accounts NOTES: This query describes financial accounts. Financial Account Code/ID Text (50) Required Unique code/id to describe Financial Account. Financial Account Description Text (50) Optional Description of Financial Account. Beginning Balance Currency Optional Use the base currency of the GL. This is used to
CATEGORY/QUERY: Donations/Donors NOTES: This query describes donors. Donor Code/ID Text (18) Required Unique code/id to describe donor. Donor Name Text (75) Optional Full name of donor. If left blank, it will be derived from other name fields. Category Text (255) Optional Categorizes the donor. It may be a simple name or a hierarchy (like: "Root
Donation Information is the category you should implement to provide donation information to your staff. Currently, your staff will be able to use use TntConnect ti download this information. In the future, web-based tools will provide for online donation/donor reports. There are five data targets associated with donation information. If you choose
CATEGORY/QUERY: Donations/Designations NOTES: This query describes designations for gifts. Designation Code/ID Text (18) Required Unique code/id to describe where the gift has been designated to be used towards. Designation Description Text (50) Optional Description/name of designation. Category Text (255) Optional Categorizes the designation. It may
There are several different ways DonorHub Lite can be installed and configured. Here are three scenarios: 1. Single computer model Running on your Web server, DonorHub Lite is able to connect directly to your donation/account data and keep its copy of the data up to date. You maintain only one database for DonorHub Lite on your Web server. (Note: This
1. Go to System Setup. Menu Path: Tools | System Setup 2. Click on the Data Pumps tab. 3. Select a data target from the list. Press the <New> button. 4. You will see the source scanner configuration dialog. Notice that there are four sections: • Read More > Rescan Method • Read More > Scan Range Minimum/Maximum • Read More
1. Go to System Setup. Menu Path: Tools | System Setup 2. Click on the "Data Sources" tab. 3. Press the <New> button. 4. 4. Select "<Custom> Microsoft OLEDB". Press the <OK> button. 5. Enter a name for this data source. 6. Press the <Customize> button. 7. You will see the data source configuration dialog.
DonorHub Lite defines many "data targets" which relate loosely to the actual data that DonorHub Lite stores a copy of. Data targets define many target fields that can be imported into. Some fields are required, some are optional. For each data target you choose to implement a source scanner for, you must define a query to run against a data