Frequently Asked Questions

How do I install DonorWise to get started?

Troy Wolbrink — Tue, 28 Oct 2025 00:55:06 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 10/28/2025 12:55:06 AM

How do I install DonorWise to get started?

Filed under: Installation

DonorWise is a Windows-based program. You install it into Windows using an installation program found here. It's not a web-based program, but web-based access to DonorWise can be achieved via Citrix or Remote Desktop technology.

DonorWise stores it's data in SQL Server. A free version of SQL Server (SQL Server Express) is offered in the installation program. You can install SQL Server onto the same computer as DonorWise. But if you plan on having multiple people in your office connect to DonorWise, you should install (or use an existing) SQL Server on an office computer/server that is always on and available to others on the network.

When you install SQL Server, be sure to remember the "sa" password. This is required when creating your database (next step). If you let DonorWise install SQL Server for you, this is where you would have entered it:

The first thing you'll need to do when you install DonorWise is create a new database. Under the "File" menu, click on "New" to get started. Note: You could create a test database to play with before creating your production database. The first time you do this, you'll have to enter "sa" as the login. You can scroll down below to the After SQL Server Installation... section to see this explained further.

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express.

Note: If you already installed SQL Server 2005 Express, you should uninstall it before proceeding.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

Pay special attention to the Instance Name. If it won't allow "SQLExpress", maybe use "SQL2012" instead, so you can remember which instance is based on SQL Server 2012.

Pay attention to the installation when it comes time to choose your Authentication options. Be sure to:

allow "Mixed Mode"
set the "sa" password (and REMEMBER IT!!!).

After SQL Server Installation..DonorWise is installed...

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Thu, 24 Apr 2025 21:43:03 GMT

Revision 10 posted to Frequently Asked Questions by Troy Wolbrink on 4/24/2025 9:43:03 PM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express.

Note: If you already installed SQL Server 2005 Express, you should uninstall it before proceeding.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

Pay special attention to the Instance Name. If it won't allow "SQLExpress", maybe use "SQL2012" instead, so you can remember which instance is based on SQL Server 2012.

Pay attention to the installation when it comes time to choose your Authentication options. Be sure to:

allow "Mixed Mode"
set the "sa" password (and REMEMBER IT!!!).

After SQL Server Installation...

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Wed, 23 Oct 2024 18:58:16 GMT

Revision 9 posted to Frequently Asked Questions by Troy Wolbrink on 10/23/2024 6:58:16 PM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express.

Note: If you already installed SQL Server 2005 Express, you should uninstall it before proceeding.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

Pay special attention to the installation screenInstance Name. If it won't allow "SQLExpress", maybe use "SQL2012" instead, and make so you can remember which instance is based on SQL Server 2012.

Pay attention to the installation when it comes time to choose your Authentication options. Be sure to:

allow "Mixed AuthenticationMode"

and be sure to
set the "sa" password (and REMEMBER IT!!!).

After SQL Server Installation...

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Wed, 23 Oct 2024 18:55:13 GMT

Revision 8 posted to Frequently Asked Questions by Troy Wolbrink on 10/23/2024 6:55:13 PM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express.

Note: If you already installed SQL Server 2005 Express, you should uninstall it before proceeding.

Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

After SQL Server Installation...

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Wed, 09 Oct 2024 16:11:14 GMT

Revision 7 posted to Frequently Asked Questions by Troy Wolbrink on 10/9/2024 4:11:14 PM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express.

Note: If you already installed SQL Server 2005 Express, you should uninstall it before proceeding.

Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

After SQL Server Installation...

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Tue, 21 Feb 2023 01:21:35 GMT

Revision 6 posted to Frequently Asked Questions by Troy Wolbrink on 2/21/2023 1:21:35 AM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express. Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

After SQL Server Installation...

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Sat, 11 Dec 2021 05:29:23 GMT

Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 12/11/2021 5:29:23 AM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express. Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Sat, 11 Dec 2021 05:28:24 GMT

Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 12/11/2021 5:28:24 AM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express. Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

Than

Here's a link to download: Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Then, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Thu, 17 Dec 2020 02:31:43 GMT

Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 12/17/2020 2:31:43 AM

How do I install DonorWise to get started?

Filed under: Installation

SQL Server 2012 Express

If you install SQL Server manually from the Microsoft website, it's recommended that you install SQL Server 2012 Express. Pay attention to the installation screen, and make sure to:

allow "Mixed Authentication"
and be sure to set the "sa" password.

Than, in DonorWise, under the "File" menu, click on "New" to get started. The first time you do this, you'll have to enter "sa" as the login.

How do I install DonorWise to get started?

Troy Wolbrink — Fri, 27 Apr 2018 16:25:07 GMT

Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 4/27/2018 4:25:07 PM

How do I install DonorWise to get started?

Filed under: Installation

How do I install DonorWise to get started?

Troy Wolbrink — Tue, 05 Feb 2013 15:57:19 GMT

Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 2/5/2013 3:57:19 PM

How can I send email receipts through my installed Outlook desktop application?

Troy Wolbrink — Thu, 28 Nov 2024 02:11:53 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 11/28/2024 2:11:53 AM

DonorWise version 4.1.40 and newer include the option to send email through the installed Outlook desktop application. You might want to try this out if you can't get it working through the traditional smtp settings.

Just check the box to "Send Email through Outlook desktop application".

What are the SMTP settings for Microsoft 365?

Troy Wolbrink — Wed, 20 Nov 2024 02:16:13 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 11/20/2024 2:16:13 AM

What are the SMTP settings for Microsoft 365?

Filed under: SMTP Settings

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1) You must be running DonorWise 4.1.19 or newer. This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link: https://aka.ms/PillarEXOBasicAuth
In PowerShell (run as admin), I ran this script:

Install-Module -Name ExchangeOnlineManagement -RequiredVersion 2.0.5
Set-ExecutionPolicy RemoteSigned
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -UserPrincipalName troy@tntware.com
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity troy@tntware.com -SmtpClientAuthenticationDisabled $false
Disconnect-ExchangeOnline

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

As of September 2024, this article from Microsoft seems to have the most comprehensive information:
How to set up a multifunction device or application to send emails using Microsoft 365 or Office 365

SMTP Settings

Under the "Tools" menu, click on "System Setup". In the SMTP section. Use the following settings:

Server: smtp.office365.com
Port: 587
SSL/TLS: Explicit
TLS 1.2
Set both User and From to the email you're sending from.

If you receive error, "5.7.57 Client not authenticated to send mail":

https://learn.microsoft.com/en-us/exchange/troubleshoot/email-delivery/fix-issues-with-printers-scanners-and-lob-applications-that-send-email-using-off#fix-issues-with-smtp-auth-client-submission

Within this web page, search for the text, "Client not authenticated to send mail" to find Microsoft's specific guidance on what to do.

You may notice that it suggest turning off MFA for the account being used to send email

What are the SMTP settings for Microsoft 365?

Troy Wolbrink — Thu, 13 Jan 2022 00:46:37 GMT

Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 1/13/2022 12:46:37 AM

What are the SMTP settings for Microsoft 365?

Filed under: SMTP Settings

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1) You must be running DonorWise 4.1.19 or newer. This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link: https://aka.ms/PillarEXOBasicAuth
In PowerShell (run as admin), I ran this script:

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

SMTP Settings

Under the "Tools" menu, click on "System Setup". In the SMTP section. Use the following settings:

Server: smtp.office365.com
Port: 587
SSL/TLS: Explicit
TLS 1.2
Set both User and From to the email you're sending from.

What are the SMTP settings for Microsoft 365?

Troy Wolbrink — Thu, 13 Jan 2022 00:46:37 GMT

Revision 3 posted to Frequently Asked Questions by Troy Wolbrink on 1/13/2022 12:46:37 AM

What are the SMTP settings for Microsoft 365?

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1) You must be running DonorWise 4.1.19 or newer. This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link: https://aka.ms/PillarEXOBasicAuth
In PowerShell (run as admin), I ran this script:

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

SMTP Settings

Under the "Tools" menu, click on "System Setup". In the SMTP section. Use the following settings:

Server: smtp.office365.com
Port: 587
SSL/TLS: Explicit
TLS 1.2

Set both User and From to the email you're sending from.

What are the SMTP settings for Microsoft 365?

Troy Wolbrink — Wed, 12 Jan 2022 23:16:50 GMT

Revision 2 posted to Frequently Asked Questions by Troy Wolbrink on 1/12/2022 11:16:50 PM

What are the SMTP settings for Microsoft 365?

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1) You must be running DonorWise 4.1.19 or newer. This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link: https://aka.ms/PillarEXOBasicAuth
In PowerShell (run as admin), I ran this script:

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

SMTP Settings

Under the "Tools" menu, click on "System Setup". In the SMTP section. Use the following settings:

Server: smtp.office365.com
Port: 587
SSL/TLS: Explicit
TLS 1.2

What are the SMTP settings for Microsoft 365?

Troy Wolbrink — Wed, 12 Jan 2022 23:16:41 GMT

Revision 1 posted to Frequently Asked Questions by Troy Wolbrink on 1/12/2022 11:16:41 PM

Prerequisites

To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1) You must be running DonorWise 4.1.19 or newer. This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.

To enable Basic Authentication for SMTP on Microsoft 365

Enable the possibility of Basic Authentication for SMTP via this link: https://aka.ms/PillarEXOBasicAuth
In PowerShell (run as admin), I ran this script:

Be sure to replace troy@tntware.com with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps. These instructions were based on this MS article and this MS article.

SMTP Settings

Under the "Tools" menu, click on "System Setup". In the SMTP section. Use the following settings:

Server: smtp.office365.com
Port: 587
SSL/TLS: Explicit
TLS 1.2

How can I install SQL Server 2012 Express?

Troy Wolbrink — Wed, 23 Oct 2024 19:01:25 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 10/23/2024 7:01:25 PM

Note: If you already installed SQL Server 2005 Express, you should uninstall it before proceeding.

Here's a link to download SQL Server 2012 Express from the Microsoft website:
Microsoft® SQL Server® 2012 Service Pack 4 (SP4) Express

Be sure to select "SQLEXPRWT_x64_ENU.exe". The "WT" part of that means it includes SQL Server Management Studio which is really helpful for troubleshooting.

Pay special attention to the Instance Name. If it won't allow "SQLExpress", maybe use "SQL2012" instead, so you can remember which instance is based on SQL Server 2012.

Pay attention to the installation when it comes time to choose your Authentication options. Be sure to:

allow "Mixed Mode"
set the "sa" password (and REMEMBER IT!!!).

How To Use OCR (Optical Character Recognition) With DonorWise

Troy Wolbrink — Wed, 09 Oct 2024 18:36:37 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 10/9/2024 6:36:37 PM

How To Use OCR (Optical Character Recognition) With DonorWise

Filed under: Donation Entry

Why did we start using OCR technology?

It saves us time by combining several processes

You import a batch of check donations through a CSV file instead of keying each one into the system.
The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.

It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.

What do you need to start using this technology?

You have to edit your receipt so that it prints a scan line at the bottom of the return receipt that includes the Donor ID, Designation ID, Last Gift Amount in a font call OCR-A. We were able to hire a contractor to make the edits for us using Crystal Reports. Cost us about $160.

You would need to purchase the software and check scanner.

EZ-Scan Pro Software (Professional edition)
Canon CR-150 check scanner
Cost us about $4000 with a yearly cost of about $930 for updates and support

What are the steps when you scan a batch?

For personal checks-Open your checks and put them in a stack with return receipt follow by related check.

For bank checks, which arrive from the bank without a return receipt, I have an alphabetical file of printed return receipts for each bank check donor. I sort the bank check by last name then find the related return receipt from my file and stack with return receipt follow by related check.

Note: First gifts from new donors must be handled manually.

Turn on the check scanner and open the software and provide the details of the new batch. I look in Donor Wise to see want the next batch number should be and label my batches in EZ-Scan accordingly.

Scan the checks.

Verify the batch-this is a process the software walks you through to be sure you have the correct data.

Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.

Export the data to a CSV file

Edit the CSV file-simple process of removing some lines you do not need.

Import the batch file into Donor Wise

How To Use OCR (Optical Character Recognition) With DonorWise

Troy Wolbrink — Wed, 09 Oct 2024 18:23:56 GMT

Revision 6 posted to Frequently Asked Questions by Troy Wolbrink on 10/9/2024 6:23:56 PM

How To Use OCR (Optical Character Recognition) With DonorWise

Filed under: Donation Entry

Why did we start using OCR technology?

It saves us time by combining several processes

You import a batch of check donations through a CSV file instead of keying each one into the system.
The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.

It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.

What do you need to start using this technology?

You would need to purchase the software and check scanner.

EZ-Scan Pro Software
Cannon CR-80
Canon CR-150 check scanner
Cost us about $4000 with a yearly cost of about $630 930 for updates and support

What are the steps when you scan a batch?

For personal checks-Open your checks and put them in a stack with return receipt follow by related check.

Note: First gifts from new donors must be handled manually.

Turn on the check scanner and open the software and provide the details of the new batch. I look in Donor Wise to see want the next batch number should be and label my batches in EZ-Scan accordingly.

Scan the checks.

Verify the batch-this is a process the software walks you through to be sure you have the correct data.

Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.

Export the data to a CSV file

Edit the CSV file-simple process of removing some lines you do not need.

Import the batch file into Donor Wise

How To Use OCR (Optical Character Recognition) With DonorWise

Troy Wolbrink — Fri, 12 Feb 2021 19:26:58 GMT

Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 2/12/2021 7:26:58 PM

How To Use OCR (Optical Character Recognition) With Donor WiseDonorWise

Filed under: Donation Entry

Why did we start using OCR technology?

It saves us time by combining several processes

You import a batch of check donations through a CSV file instead of keying each one into the system.
The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.

It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.

What do you need to start using this technology?

You would need to purchase the software and check scanner.

EZ-Scan Pro Software
Cannon CR-80 check scanner
Cost us about $4000 with a yearly cost of about $630 for updates and support

What are the steps when you scan a batch?

For personal checks-Open your checks and put them in a stack with return receipt follow by related check.

Turn on the check scanner and open the software and provide the details of the new batch. I look in Donor Wise to see want the next batch number should be and label my batches in EZ-Scan accordingly.

Scan the checks.

Verify the batch-this is a process the software walks you through to be sure you have the correct data.

Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.

Export the data to a CSV file

Edit the CSV file-simple process of removing some lines you do not need.

Import the batch file into Donor Wise

How To Use OCR (Optical Character Recognition) With Donor Wise

Troy Wolbrink — Tue, 16 Apr 2013 05:19:39 GMT

Revision 4 posted to Frequently Asked Questions by Troy Wolbrink on 4/16/2013 5:19:39 AM

How To Use OCR (Optical Character Recognition) With Donor Wise

Filed under: Donation Entry

Why did we start using OCR technology?

It saves us time by combining several processes

<o:p></o:p>

You import a batch of check donations through a CSV file instead of keying each one into the system.
The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.

<o:p></o:p>

It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.<o:p></o:p>

What do you need to start using this technology?<o:p></o:p>

You would need to purchase the software and check scanner.<o:p></o:p>

EZ-Scan Pro Software
Cannon CR-80 check scanner
Cost us about $4000 with a yearly cost of about $630 for updates and support

<o:p></o:p>

What are the steps when you scan a batch?<o:p></o:p>

For personal checks-Open your checks and put them in a stack with return receipt follow by related check.<o:p></o:p>

Turn on the check scanner and open the software and provide the details of the new batch. I look in Donor Wise to see want the next batch number should be and label my batches in EZ-Scan accordingly.<o:p></o:p>

Scan the checks.<o:p></o:p>

Verify the batch-this is a process the software walks you through to be sure you have the correct data.<o:p></o:p>

Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.<o:p></o:p>

Export the data to a CSV file<o:p></o:p>

Edit the CSV file-simple process of removing some lines you do not need.<o:p></o:p>

Import the batch file into Donor Wise<o:p></o:p>

How To Use OCR (Optical Character Recognition) With Donor Wise

FrankSelf — Tue, 19 Feb 2013 20:19:11 GMT

Revision 3 posted to Frequently Asked Questions by FrankSelf on 2/19/2013 8:19:11 PM

How To Use OCR (Optical Character Recognition) With Donor Wise

Filed under: Donation Entry

Why did we start using OCR technology?

It saves us time by combining several processes

<o:p></o:p>

You import a batch of check donations through a CSV file instead of keying each one into the system.
The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.

<o:p></o:p>

It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.<o:p></o:p>

What do you need to start using this technology?<o:p></o:p>

You would need to purchase the software and check scanner.<o:p></o:p>

EZ-Scan Pro Software
Cannon CR-80 check scanner
Cost us about $4000 with a yearly cost of about $630 for updates and support

<o:p></o:p>

What are the steps when you scan a batch?<o:p></o:p>

For personal checks-Open your checks and put them in a stack with return receipt follow by related check.<o:p></o:p>

Scan the checks.<o:p></o:p>

Verify the batch-this is a process the software walks you through to be sure you have the correct data.<o:p></o:p>

Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.<o:p></o:p>

Export the data to a CSV file<o:p></o:p>

Edit the CSV file-simple process of removing some lines you do not need.<o:p></o:p>

Import the batch file into Donor Wise<o:p></o:p>

How To Use OCR (Optical Character Recognition) With Donor Wise

FrankSelf — Tue, 19 Feb 2013 20:18:27 GMT

Revision 2 posted to Frequently Asked Questions by FrankSelf on 2/19/2013 8:18:27 PM

How To Use OCR (Optical Character Recognition) With Donor Wise

Filed under: Donation Entry

Why did we start using OCR technology?<o:p></o:p>

1. It

It saves us time by combining several processes

<o:p></o:p>

· You

You import a batch of check donations through a CSV file instead of keying each one into the system.<o:p></o:p>

· The
The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.

<o:p></o:p>

2. It

<o:p></o:p>

It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.<o:p></o:p>

What do you need to start using this technology?<o:p></o:p>

1. You

2. You

You would need to purchase the software and check scanner.<o:p></o:p>

· EZ-Scan

EZ-Scan Pro Software<o:p></o:p>

· Cannon
Cannon CR-80 check scanner<o:p></o:p>

· Cost
Cost us about $4000 with a yearly cost of about $630 for updates and support

<o:p></o:p>

What are the steps when you scan a batch?<o:p></o:p>

1. For

For personal checks-Open your checks and put them in a stack with return receipt follow by related check.<o:p></o:p>

2. For

3. Turn

4. Scan

Scan the checks.<o:p></o:p>

5. Verify

Verify the batch-this is a process the software walks you through to be sure you have the correct data.<o:p></o:p>

6. Print

Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.<o:p></o:p>

7. Export

Export the data to a CSV file<o:p></o:p>

8. Edit

Edit the CSV file-simple process of removing some lines you do not need.<o:p></o:p>

9. Import

Import the batch file into Donor Wise<o:p></o:p>

How To Use OCR (Optical Character Recognition) With Donor Wise

FrankSelf — Tue, 19 Feb 2013 20:15:42 GMT

Revision 1 posted to Frequently Asked Questions by FrankSelf on 2/19/2013 8:15:42 PM

Why did we start using OCR technology?<o:p></o:p>

1. It saves us time by combining several processes<o:p></o:p>

· You import a batch of check donations through a CSV file instead of keying each one into the system.<o:p></o:p>

· The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import.<o:p></o:p>

2. It makes record keeping and retrieval more efficient by storing the check image and return receipt in an electronic file that can be easily searched, printed or emailed.<o:p></o:p>

What do you need to start using this technology?<o:p></o:p>

1. You have to edit your receipt so that it prints a scan line at the bottom of the return receipt that includes the Donor ID, Designation ID, Last Gift Amount in a font call OCR-A. We were able to hire a contractor to make the edits for us using Crystal Reports. Cost us about $160.<o:p></o:p>

2. You would need to purchase the software and check scanner.<o:p></o:p>

· EZ-Scan Pro Software<o:p></o:p>

· Cannon CR-80 check scanner<o:p></o:p>

· Cost us about $4000 with a yearly cost of about $630 for updates and support<o:p></o:p>

What are the steps when you scan a batch?<o:p></o:p>

1. For personal checks-Open your checks and put them in a stack with return receipt follow by related check.<o:p></o:p>

2. For bank checks, which arrive from the bank without a return receipt, I have an alphabetical file of printed return receipts for each bank check donor. I sort the bank check by last name then find the related return receipt from my file and stack with return receipt follow by related check.<o:p></o:p>

3. Turn on the check scanner and open the software and provide the details of the new batch. I look in Donor Wise to see want the next batch number should be and label my batches in EZ-Scan accordingly.<o:p></o:p>

4. Scan the checks.<o:p></o:p>

5. Verify the batch-this is a process the software walks you through to be sure you have the correct data.<o:p></o:p>

6. Print the batch deposit report-a list of all the checks, amounts and totals the batch. I include this with my deposits to the bank.<o:p></o:p>

7. Export the data to a CSV file<o:p></o:p>

8. Edit the CSV file-simple process of removing some lines you do not need.<o:p></o:p>

9. Import the batch file into Donor Wise<o:p></o:p>

Can I manually control Contact IDs?

Troy Wolbrink — Mon, 09 Sep 2024 15:56:20 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 9/9/2024 3:56:20 PM

Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise to create one automatically:

1. The ministry is switching to DonorWise and the numbers are already in use in their old system (one-time creation)
2. The ministry wants designations to match the responsibility centre (RC) in the accounting system (ongoing creation)

There are to ways to control the ContactID.

On the View Contacts screen, you can right-click on "New Contact" and choose "With Custom ID"
(requires DonorWise 2.0 r22 or newer).

2. It is also possible to import a Contact ID when importing a contact.

Import numbers from an existing system

When your ministry is using a donation system with numbers already assigned to donors and designations, it can be helpful to retain those numbers in DonorWise. Here is an example of part of a contact import that includes donors, staff members, and ministry designations:

Contact ID	Last/Family Name	First/Given Name	Organization Name	Middle Name	Spouse First/Given Name
10071	Parr	Bob			Helen
10082			Campus Ministry
10093			Univ of Monaco
10106			Univ of Monaco Scholarship
10117			Film Project
10128			General Staff Fund
10139	Kent	Clark
10140	Wayne	Bruce
10151	Parker	Peter
10162	Watson	Mary Jane
10173	Lane	Lois
10182	Luthor	Lex
10191	Kent	Jonathan			Martha
10200	Olsen	Jimmy

Import numbers on an on-going basis

Some ministries would like to manually assign contact ids on an on-going basis. There are two primary reasons for doing this:

1. To match the contact ids to existing Responsibility Centre in the accounting system. This can help reduce confusion staff may experience, leading to the question, "Why do I have two different numbers?", especially when they did not have two numbers before.
2. To keep various designation IDs in a range. For example, some ministries have staff member designations starting with 2 (like 20001-20999), and ministry designations starting with 5 (like 50001-59999).

There are many disadvantages to importing designation ids after the DonorWise system is up and running:

1. It is possible that a desired designation number may already be in use
2. A new staff member may already exist in your system as a donor, and creating a new designation for them would duplicate them in your system.
3. Responsibility Centres can be recycled/reassigned for the needs of the ministry, but Designation numbers are permanently assigned.
4. Two single staff members with existing designations may marry and their designation numbers become out of sync with their RC.
5. When a staff spouse dies, a new ContactID is created for the surviving spouse, but the underlying RC does not change.
6. Contact IDs cannot be edited or reassigned once they are created.
7. There is not a one-to-one relationship between designations and RCs. It is possible for one RC to have many designations, only one of which would match.
8. Assigning ranges is not a good practice because the reasons behind certain ranges blur over time, or in growing ministries, it is actually possible to run out of numbers within the range.

Recommendation

We recommend importing existing Contact IDs if they are already in use in your system, but letting DonorWise randomly assign Contact IDs once DonorWise is in use. DonorWise generates contact ids in a way that produced a check digit. This makes it more difficult to unintentionally type in the wrong contact id for data entry.

Can I manually control Contact IDs?

Troy Wolbrink — Wed, 24 Aug 2011 18:56:38 GMT

Revision 6 posted to Frequently Asked Questions by Troy Wolbrink on 8/24/2011 6:56:38 PM

Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise to create one automatically:

1. The ministry is switching to DonorWise and the numbers are already in use in their old system (one-time creation)
2. The ministry wants designations to match the responsibility centre (RC) in the accounting system (ongoing creation)

There are to ways to control the ContactID.

On the View Contacts screen, you can right-click on "New Contact" and choose "With Custom ID"
(requires DonorWise 2.0 r22 or newer).

2. It is also possible to import a Contact ID when importing a contact.

Import numbers from an existing system

Contact ID	Last/Family Name	First/Given Name	Organization Name	Middle Name	Spouse First/Given Name
10071	Parr	Bob			Helen
10082			Campus Ministry
10093			Univ of Monaco
10106			Univ of Monaco Scholarship
10117			Film Project
10128			General Staff Fund
10139	Kent	Clark
10140	Wayne	Bruce
10151	Parker	Peter
10162	Watson	Mary Jane
10173	Lane	Lois
10182	Luthor	Lex
10191	Kent	Jonathan			Martha
10200	Olsen	Jimmy

Import numbers on an on-going basis

Some ministries would like to manually assign contact ids on an on-going basis. There are two primary reasons for doing this:

1. To match the contact ids to existing Responsibility Centre in the accounting system. This can help reduce confusion staff may experience, leading to the question, "Why do I have two different numbers?", especially when they did not have two numbers before.
2. To keep various designation IDs in a range. For example, some ministries have staff member designations starting with 2 (like 20001-20999), and ministry designations starting with 5 (like 50001-59999).

There are many disadvantages to importing designation ids after the DonorWise system is up and running:

1. It is possible that a desired designation number may already be in use
2. A new staff member may already exist in your system as a donor, and creating a new designation for them would duplicate them in your system.
3. Responsibility Centres can be recycled/reassigned for the needs of the ministry, but Designation numbers are permanently assigned.
4. Two single staff members with existing designations may marry and their designation numbers become out of sync with their RC.
5. When a staff spouse dies, a new ContactID is created for the surviving spouse, but the underlying RC does not change.
6. Contact IDs cannot be edited or reassigned once they are created.
7. There is not a one-to-one relationship between designations and RCs. It is possible for one RC to have many designations, only one of which would match.
8. Assigning ranges is not a good practice because the reasons behind certain ranges blur over time, or in growing ministries, it is actually possible to run out of numbers within the range.

Recommendation

We recommend importing existing Contact IDs if they are already in use in your system, but letting DonorWise randomly assign Contact IDs once DonorWise is in use.

Can I manually control Contact IDs?

Troy Wolbrink — Wed, 11 May 2011 14:29:21 GMT

Revision 5 posted to Frequently Asked Questions by Troy Wolbrink on 5/11/2011 2:29:21 PM

Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise to create one automatically:

1. The ministry is switching to DonorWise and the numbers are already in use in their old system (one-time creation)
2. The ministry wants designations to match the responsibility centre (RC) in the accounting system (ongoing creation)

It is not possible

There are to manually select a ways to control the ContactID.

On the View Contacts screen, you can right-click on "New Contact" and choose "With Custom IDfrom within "
(requires DonorWise 2.0 r22 or newer).However, it
It is also possible to import a Contact ID when importing a contact.

Import numbers from an existing system

Contact ID	Last/Family Name	First/Given Name	Organization Name	Middle Name	Spouse First/Given Name
10071	Parr	Bob			Helen
10082			Campus Ministry
10093			Univ of Monaco
10106			Univ of Monaco Scholarship
10117			Film Project
10128			General Staff Fund
10139	Kent	Clark
10140	Wayne	Bruce
10151	Parker	Peter
10162	Watson	Mary Jane
10173	Lane	Lois
10182	Luthor	Lex
10191	Kent	Jonathan			Martha
10200	Olsen	Jimmy

Import numbers on an on-going basis

Some ministries would like to manually assign contact ids on an on-going basis. There are two primary reasons for doing this:

1. To match the contact ids to existing Responsibility Centre in the accounting system. This can help reduce confusion staff may experience, leading to the question, "Why do I have two different numbers?", especially when they did not have two numbers before.
2. To keep various designation IDs in a range. For example, some ministries have staff member designations starting with 2 (like 20001-20999), and ministry designations starting with 5 (like 50001-59999).

There are many disadvantages to importing designation ids after the DonorWise system is up and running:

1. It is possible that a desired designation number may already be in use
2. A new staff member may already exist in your system as a donor, and creating a new designation for them would duplicate them in your system.
3. Responsibility Centres can be recycled/reassigned for the needs of the ministry, but Designation numbers are permanently assigned.
4. Two single staff members with existing designations may marry and their designation numbers become out of sync with their RC.
5. When a staff spouse dies, a new ContactID is created for the surviving spouse, but the underlying RC does not change.
6. Contact IDs cannot be edited or reassigned once they are created.
7. There is not a one-to-one relationship between designations and RCs. It is possible for one RC to have many designations, only one of which would match.
8. Assigning ranges is not a good practice because the reasons behind certain ranges blur over time, or in growing ministries, it is actually possible to run out of numbers within the range.

Recommendation

We recommend importing existing Contact IDs if they are already in use in your system, but letting DonorWise randomly assign Contact IDs once DonorWise is in use.

Can I manually control Contact IDs?

Bob Mac Leod — Wed, 19 May 2010 16:46:51 GMT

Revision 4 posted to Frequently Asked Questions by Bob Mac Leod on 5/19/2010 4:46:51 PM

Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise to create one automatically:

1. The ministry is switching to DonorWise and the numbers are already in use in their old system (one-time creation)
2. The ministry wants designations to match the responsibility centre (RC) in the accounting system (ongoing creation)

<o:p></o:p>

It is not possible to manually select a Contact ID from within DonorWise. However, it is possible to import a Contact ID when importing a contact.

Import numbers from an existing system

Contact ID<o:p></o:p>	Last/Family Name<o:p></o:p>	First/Given Name<o:p></o:p>	Organization Name<o:p></o:p>	Middle Name<o:p></o:p>	Spouse First/Given Name<o:p></o:p>
10071<o:p></o:p>	Parr<o:p></o:p>	Bob<o:p></o:p>			Helen<o:p></o:p>
10082<o:p></o:p>			Campus Ministry<o:p></o:p>
10093<o:p></o:p>			Univ of Monaco<o:p></o:p>
10106<o:p></o:p>			Univ of Monaco Scholarship<o:p></o:p>
10117<o:p></o:p>			Film Project<o:p></o:p>
10128<o:p></o:p>			General Staff Fund<o:p></o:p>
10139<o:p></o:p>	Kent<o:p></o:p>	Clark<o:p></o:p>
10140<o:p></o:p>	Wayne<o:p></o:p>	Bruce<o:p></o:p>
10151<o:p></o:p>	Parker<o:p></o:p>	Peter<o:p></o:p>
10162<o:p></o:p>	Watson<o:p></o:p>	Mary Jane<o:p></o:p>
10173<o:p></o:p>	Lane<o:p></o:p>	Lois<o:p></o:p>
10182<o:p></o:p>	Luthor<o:p></o:p>	Lex<o:p></o:p>
10191<o:p></o:p>	Kent<o:p></o:p>	Jonathan<o:p></o:p>			Martha<o:p></o:p>
10200<o:p></o:p>	Olsen<o:p></o:p>	Jimmy<o:p></o:p>

Import numbers on an on-going basis

Some ministries would like to manually assign contact ids on an on-going basis. There are two primary reasons for doing this:

1. To match the contact ids to existing Responsibility Centre in the accounting system. This can help reduce confusion staff may experience, leading to the question, “Why "Why do I have two different numbers?”, ", especially when they did not have two numbers before.
2. To keep various designation IDs in a range. For example, some ministries have staff member designations starting with 2 (like 20001-20999), and ministry designations starting with 5 (like 50001-59999).

<o:p></o:p>

There are many disadvantages to importing designation ids after the DonorWise system is up and running:

1. It is possible that a desired designation number may already be in use
2. A new staff member may already exist in your system as a donor, and creating a new designation for them would duplicate them in your system.
3. Responsibility Centres can be recycled/reassigned for the needs of the ministry, but Designation numbers are permanently assigned.
4. Two single staff members with existing designations may marry and their designation numbers become out of sync with their RC.
5. When a staff spouse dies, a new Contact ID ContactID is created for the surviving spouse, but the underlying RC does not change.
6. Contact IDs cannot be edited or reassigned once they are created.
7. There is not a one-to-one relationship between designations and RCs. It is possible for one RC to have many designations, only one of which would match.
8. Assigning ranges is not a good practice because the reasons behind certain ranges blur over time, or in growing ministries, it is actually possible to run out of numbers within the range.

Recommendation

We recommend importing existing Contact IDs if they are already in use in your system, but letting DonorWise randomly assign Contact IDs once DonorWise is in use.

Can I manually control Contact IDs?

Bob Mac Leod — Tue, 18 May 2010 16:03:23 GMT

Revision 3 posted to Frequently Asked Questions by Bob Mac Leod on 5/18/2010 4:03:23 PM

Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise to create one automatically:

1. The ministry is switching to DonorWise and the numbers are already in use in their old system (one-time creation)

2. The ministry wants designations to match the responsibility centre (RC) in the accounting system (ongoing creation)

<o:p></o:p>

It is not possible to manually select a Contact ID from within DonorWise. However, it is possible to import a Contact ID when importing a contact.

Import numbers from an existing system

Contact ID<o:p></o:p>	Last/Family Name<o:p></o:p>	First/Given Name<o:p></o:p>	Organization Name<o:p></o:p>	Middle Name<o:p></o:p>	Spouse First/Given Name<o:p></o:p>
10071<o:p></o:p>	Parr<o:p></o:p>	Bob<o:p></o:p>			Helen<o:p></o:p>
10082<o:p></o:p>			Campus Ministry<o:p></o:p>
10093<o:p></o:p>			Univ of Monaco<o:p></o:p>
10106<o:p></o:p>			Univ of Monaco Scholarship<o:p></o:p>
10117<o:p></o:p>			Film Project<o:p></o:p>
10128<o:p></o:p>			General Staff Fund<o:p></o:p>
10139<o:p></o:p>	Kent<o:p></o:p>	Clark<o:p></o:p>
10140<o:p></o:p>	Wayne<o:p></o:p>	Bruce<o:p></o:p>
10151<o:p></o:p>	Parker<o:p></o:p>	Peter<o:p></o:p>
10162<o:p></o:p>	Watson<o:p></o:p>	Mary Jane<o:p></o:p>
10173<o:p></o:p>	Lane<o:p></o:p>	Lois<o:p></o:p>
10182<o:p></o:p>	Luthor<o:p></o:p>	Lex<o:p></o:p>
10191<o:p></o:p>	Kent<o:p></o:p>	Jonathan<o:p></o:p>			Martha<o:p></o:p>
10200<o:p></o:p>	Olsen<o:p></o:p>	Jimmy<o:p></o:p>

Import numbers on an on-going basis

Some ministries would like to manually assign contact ids on an on-going basis. There are two primary reasons for doing this:

1. To match the contact ids to existing Responsibility Centre in the accounting system. This can help reduce confusion staff may experience, leading to the question, “Why do I have two different numbers?”, especially when they did not have two numbers before.

2. To keep various designation IDs in a range. For example, some ministries have staff member designations starting with 2 (like 20001-20999), and ministry designations starting with 5 (like 50001-59999).

<o:p></o:p>

There are many disadvantages to importing designation ids after the DonorWise system is up and running:

1. It is possible that a desired designation number may already be in use

2. A new staff member may already exist in your system as a donor, and creating a new designation for them would duplicate them in your system.

3. Responsibility Centres can be recycled/reassigned for the needs of the ministry, but Designation numbers are permanently assigned.

4. Two single staff members with existing designations may marry and their designation numbers become out of sync with their RC.

5. When a staff spouse dies, a new Contact ID is created for the surviving spouse, but the underlying RC does not change.

6. Contact IDs cannot be edited or reassigned once they are created.

7. There is not a one-to-one relationship between designations and RCs. It is possible for one RC to have many designations, only one of which would match.

8. Assigning ranges is not a good practice because the reasons behind certain ranges blur over time, or in growing ministries, it is actually possible to run out of numbers within the range.

Recommendation

We recommend importing existing Contact IDs if they are already in use in your system, but letting DonorWise randomly assign Contact IDs once DonorWise is in use.

Can I manually control Contact IDs?

Bob Mac Leod — Tue, 18 May 2010 14:38:40 GMT

Revision 2 posted to Frequently Asked Questions by Bob Mac Leod on 5/18/2010 2:38:40 PM

Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise to create one automatically:

1. The ministry is switching to DonorWise and the numbers are already in use in their old system (one-time creation)

2. The ministry wants designations to match the responsibility centre (RC) in the accounting system (ongoing creation)

<o:p></o:p>

It is not possible to manually select a Contact ID from within DonorWise. However, it is possible to import a Contact ID when importing a contact.

Import numbers from an existing system

Contact ID<o:p></o:p>	Last/Family Name<o:p></o:p>	First/Given Name<o:p></o:p>	Organization Name<o:p></o:p>	Middle Name<o:p></o:p>	Spouse First/Given Name<o:p></o:p>
10071<o:p></o:p>	Parr<o:p></o:p>	Bob<o:p></o:p>			Helen<o:p></o:p>
10082<o:p></o:p>			Campus Ministry<o:p></o:p>
10093<o:p></o:p>			Univ of Monaco<o:p></o:p>
10106<o:p></o:p>			Univ of Monaco Scholarship<o:p></o:p>
10117<o:p></o:p>			Film Project<o:p></o:p>
10128<o:p></o:p>			General Staff Fund<o:p></o:p>
10139<o:p></o:p>	Kent<o:p></o:p>	Clark<o:p></o:p>
10140<o:p></o:p>	Wayne<o:p></o:p>	Bruce<o:p></o:p>
10151<o:p></o:p>	Parker<o:p></o:p>	Peter<o:p></o:p>
10162<o:p></o:p>	Watson<o:p></o:p>	Mary Jane<o:p></o:p>
10173<o:p></o:p>	Lane<o:p></o:p>	Lois<o:p></o:p>
10182<o:p></o:p>	Luthor<o:p></o:p>	Lex<o:p></o:p>
10191<o:p></o:p>	Kent<o:p></o:p>	Jonathan<o:p></o:p>			Martha<o:p></o:p>
10200<o:p></o:p>	Olsen<o:p></o:p>	Jimmy<o:p></o:p>

<o:p> </o:p>