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Video: Donation Reverse and Start Over An overview of the "Reverse and Start Over" feature. This is used when a donation reversal requires a significant change, such as (a) posting in another accounting period or (b) changing the amount of the...
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Video: Donation Refunds An overview and demonstration of how to enter a donation refund. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video: Reverse-Correct-Refund Overview View > Video: Donation Reversals View...
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Video: Donation Corrections An overview and demonstration of how to correct donation entries. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video: Reverse-Correct-Refund Overview View > Video: Donation Reversals...
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Video: Donation Reversals An overview and demonstration of how to reverse an unwanted donation. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video: Reverse-Correct-Refund Overview View > Video: Donation Corrections...
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Video: Reverse-Correct-Refund Overview An overview of donation Reversals, Corrections, and Refunds. There are other videos for each of these topics individually. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video...
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Video: Bank Import 2 This video continues after Bank Import 1 left off. It covers the steps related to splitting designations and assigning cross-references. Help topic(s) related to this video: Read More > Import Batches View > DonorWise Videos...
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Video: Bank Import 1 This video walks you through the bank import process, in particular related to splitting designations in bank gifts. Help topic(s) related to this video: Read More > Import Batches View > DonorWise Videos < Prev Topic | Next...
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Session Correcting Donation Errors Related Help Topics Reversing / Correcting Batches Unresolved Donors & Designations Objective To learn how to correct common donation errors, such as: • Incorrect Donor ID • Incorrect Designation •...
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Import Batches Bank Import DonorWise can create batches using imported, comma-separated (.csv) files. These files will typically come from one of two sources: Your Bank Most ministries have some, if not all, of their contributions processed through the...
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The Import Donations page allows you to view the lines in your Import file, match the fields to DonorWise fields, and match specific lines with contacts and designations. In order for the file to be imported correctly, the following things need to occur...
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View > Video: Reverse-Correct-Refund Overview After a donation batch is marked as approved it cannot be edited or deleted. If a data-entry error is discovered in one of the items, the batch will be posted and a new correction batch will be created...
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Posting a donation batch releases the batch from DonorWise to your General ledger. Once a donation batch is Approved, it cannot be edited or deleted; it must be posted. Posting occurs whether you have an Integrated General ledger (automatic) or a non...
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"Error Batches" occur only when there is a conflict with your General Ledger. These are extremely rare. Fix Error Batches 1. Select the <Fix Error Batches> link. The number in parenthesis (if any) will indicate the number of batches ready...
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An Unconfirmed Batch is any donation batch that has been posted, but has not received confirmation of subsequent posting in the General ledger. For an Integrated General ledger, that means the GL has not sent back the confirmation. For a non-integrated...
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Finding Batches 1. Press the <Find Batches> link. 2. The default list is all of the batches in the current fiscal period. Filter the list of batches by selecting one of the many available filters. Sort by clicking on any of the column headers. Selecting...