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The DonorWise workspace opens to a blank workspace, with the Screens Pane on the left. The only options displayed on the Screens Pane are those available to the user who logged in (according to their security settings). In this example, all functions...
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• The Lookup Menu offers a variety of pre-written lookups. Several of them are the same lookup, just in different places. This menu is also available directly from the Lookup Contacts dialog box: Menu Item Description Favorites Add current lookup...
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1. Spelling error: 2. When you click "Contacts", you get "Periods and Closing" 3. Feature idea: Click on the column header to sort the contacts 4. Contact tab: Mailing From Country (lowercase "from") 5. Capitalization: "general ledger" is typically capitalized...
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What you need to understand about the DonorWise installation Like many programs, DonorWise is composed of two parts: 1.) The DonorWise software program and 2.) the data that is stored in a database. The database is managed by another software program...
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The Import Profile is what DonorWise uses to retain information about common imports. For example, if a bank sends you a file every month, and that file includes many of the same donors and designation numbers, the import profile will save you from having...
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Importing Batches from a Bank File 1. Open the bank file in Excel first to ensure that the information will load correctly. In this example, the bank information consists of just three fields: A date, a description, and a monetary amount. 2. Save the...
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These are all of the importable fields, but they do not all need to be used. Most ministries will import only basic contact information such as name and address fields, contact ID, etc. Category / General Purpose Description * Untranslated Field Name...
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Each donation processed is classified by several factors: • batch • currency • payment type • donor • designation • account • assessment Batches • Entries into DonorWise are made in batches, a logical grouping...
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The DonorWise Training Curriculum is designed to be used in a 3-day classroom setting format. Although it could also be used for self-study, it is designed primarily for an instructor-led, group training environment. The training is designed to guide...
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Because DonorWise -- like any software -- uses specific terms to function, it may be helpful to understand some of these basic concepts before proceeding. Contact A contact is a person or organization. The following can all be entered into DonorWise as...
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The details and step-by-step procedures of processing donations in DonorWise is discussed in subsequent topics. This topic gives an overview of the steps, and some details within those steps. Donation Processing Overview The donation processing includes...
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Unknown Donors & Unknown (or Suspense) Designations • Sometimes all of the information about a donation is not known. • Rather than hold up processing of the donation, enter the donation. • When the Donor is unknown, use the UNKNOWN...
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Appears only when a donation is entered to the REFUND designation. There may be times when a gift (or rather, incoming funds since it may not be a gift) is entered to the REFUND designation because it must be processed with the batch even though it is...
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The Show Legend button explains the color and formatting of entries in the table.