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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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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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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...
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How to export a batch to a comma-separated (.csv) text file DonorWise batches can be exported to a comma-separated value (.csv) file. 1. Find the batch you want to export. Read More > Find Batches 2. Right-click on the desired batch. 3. Select "Export...
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Approve Batches 1. Select the <Approve Batches> link. The number in parenthesis (if any) will indicate the number of batches ready for this action. 2. Review the donation batch You can Explore a batch (view it) by double-clicking on it. In particular...
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DonorWise allows a batch to be posted in a closed period. Because this should be a very rare occurrence, DonorWise requires the closed period to be temporarily opened. Only one batch can posted to a closed period; to post another batch in that closed...