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Donation refunds may need to happen for several reasons: • The ministry does not want to receive the gift or honour the designation of the gift. • A designation is closed or inactive for various reasons. (Contact the donor and ask if they...
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The Receipting options are controlled in the System Setup on the Donations Tab. See Also Reprinting Receipts
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(This topic is obsolete. If you need help, please ask your question on the forums.)
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Benefits of a computerized donation system: • it can keep a record of donations given by donor • it can keep a record of donations given by designation • it can produce receipts • it can keep an address register and serve as a...
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Importing transaction data to into a new batch from a CSV file As an alternative to manually entering batches or pasting data from Excel, transaction data can be imported from other batches or from a CSV (comma separated values) file. Reasons why you...
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Lookup In addition to the keyboard shortcuts , it is important to understand how the various fields relate to one another. When a value is entered into a field, that value may affect the values that subsequent fields will be display. This is an automatic...
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Batch entry — keyboard shortcuts For speed in donation entry, the donation entry screen is designed to be used with the keyboard. Using the mouse is not required. There are special keys that can be used to activate all features of the screen Tab To move...
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Completing a batch After all transactions have been entered for a batch, and the total amount per Payment Type per Currency equals the entered amounts, the batch can be marked complete. This will cause the batch to move to the Approve Batches screen.
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• When a donor wishes to remain anonymous to the designation, the ANONYMOUS contact should be used instead of the donor's regular contact. • When the Anonymous contact is used, there will be no record of the gift in the system from the actual...
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Universal Keyboard Shortcuts System Info
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New installation on a server Click Cancel. An empty DonorWise screen will appear. Click File | New to create or restore a database. New installation on client Select your Server and Database and enter login name and password. These should have been set...
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Contacts are people or organizations, and life happens; they are constantly changing. DonorWise has many built-in features designed to handle these situations: • When a contact is duplicated in the database • When a contact gives through an...
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NEEDS HYPERLINKS! DonorWise is designed to enhance the overall experience and effectiveness of the key constituents of your ministry: donors, ministry leadership and staff. These constituents will experience direct, long-term benefits from the use of...