DonorWise TM
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What new features have been introduced from DonorWise 3.4 to 4.1?

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Published by:
Troy Wolbrink
on 8 Nov 2022
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What new features have been introduced from DonorWise 3.4 to 4.1?

The DonorWise help manual was written for DonorWise 3.3.  Since then, DonorWise has had several new major versions released:

  • 3.4
  • 3.5
  • 3.6
  • 3.7
  • 3.8
  • 3.9
  • 4.0
  • 4.1

DonorWise 3.4 (2016)

  • Import Contacts from Text, added option to: "Automatically detect duplicate contacts (no prompts)".
  • Added "Run Query..." under Tools menu for report writers.
  • Added "Year End Detailed Receipt" report.

DonorWise 3.5 (2016)

  • Added option for certain Flow Thru organizations to be "not assessable".
  • Added per-designation option to use default donation GL account for assessment and transfer journal entries (useful for balance sheet accounts).
  • Added ability to override Assessment GL account for designations marked to use default donation GL account.

DonorWise 3.6 (2017)

  • Added ability to override GL acct for Payment Type Assessments for designations marked to use default GL acct.

DonorWise 3.7 (2017)

  • Added System Setup option to allow per-donor option of "Year End Receipt Only".

DonorWise 3.8 (2017)

  • Added "Year End Detail Receipt".
  • Added System Setup option to allow per-donor option of "Year End Receipt Only".
  • Donor tab has new check box "Year End Receipt Only" that appears if option is turned on in System Setup.

DonorWise 3.9 (2018)

  • Added "Dynamics SL (remote)" integrated GL via DonorHub Cloud Connector.
  • Added Abila MIP integration for posting journals.

DonorWise 4.0 (2018)

  • Added support for integrating with DonorHub's Give Site.
  • Import Contacts from Text:
    • can detect duplicates when targeting the 'Contact ID' field.
    • can detect duplicates when targeting the 'Search Names' field.
    • can now merge updated info when a duplicate is detected.
  • Batch Import:
    • added "Donor Search Names" as an alternative way to map to donor.
    • added "Designation Search Names" as an alternative way to map to designation.

DonorWise 4.1 (2020)

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