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Objective Learn the specifics of entering a donation. Overview Donations are anything a contact contributes to the ministry to further the work of the ministry. Several items are required to successfully process a donation, specifically the name of the...
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Objective Prepare donation batches for entry into DonorWise. Overview Donations are typically received and entered into the system in groups. Typical groups include all cheques in a single deposit, all electronic gifts for a month, etc. In effect, a donation...
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Objective Summarize the donation processing capabilities of DonorWise. Overview DonorWise, by name, is designed for donation processing. Although it performs admirably just as a Contact Manager, the contact management features combined with donation processing...
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Objective Explain the purpose of the Ministry Tree and how to modify it. Overview The Ministry Tree reflects the structure of the ministry. The Ministry Tree structure is used in lookups and reports. Reference Material Ministry Tree Concepts A principle...
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Why backup your database 1. To transport your database from a DonorWise training to your national office so you can put your database on your national office server. 2. To transport the database to a different server. 3. As a routine data protection practice...
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Session #: Title Objective Overview Reference Material Concepts Exercises
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Costa Rica Tatiana Paniagua-Tenorio Gabriela Matarrita El Salvador Sandra Tobar Guatemala Adolfo Roderico Ambrocio Marroquìn Guyana Devonne Archer Haiti Regine Orange Honduras Eneyda Lizeth Reyes Caminos Jamaica Dirk Richards Mexico Edith Morales Martínez...
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(This topic is obsolete. If you need help, please ask your question on the forums.)
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General ledger details Manage payment types Who should decide: Financial Manager / Accountant Definition: Payment types represent the form in which the donations come into the ministry from the various sources. Instruction: Payment type refers to how...
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DonorWise & TntMPD.DataServer Implementation The purpose of this questionnaire • Enable you and/or IFM to pre-configure your DonorWise database to the fullest extent possible • Ensure your ministry has the appropriate hardware configuration...
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International Financial Management • Campus Crusade for Christ DonorWise Evaluation Worksheet The DonorWise Evaluation Worksheet is designed to help both you and IFM’s DonorWise team. It helps you by giving you a better understanding of your own systems...
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Objectives • Provide a worksheet/questionnaire that you can use to help make decisions about the set-up options in DonorWise, so that your ministry will gain the most benefit from the program. • Provide instruction on the actual set-up of...
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The Screens Pane is the navigation bar in DonorWise. The items that will be visible on the Screens Pane will vary from user to user, depending on the security access given to the user in Manage Users . When there is pending work, a number may appear in...