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Video: Transfer Batches An overview of transfer batches (transfers between designations) and a demo of how to do them. Help topic(s) related to this video: Read More > Transfer Batches View > DonorWise Videos < Prev Topic | Next Topic >
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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: Creating a new Donation Batch This video walks you through the steps in creating a new donation batch. The batch example is for cash or cheque donations, not account transfer or bank imports. Help topic(s) related to this video: Read More >...
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Video: Donation Batches Overview This video is an overview of the entire donation batch process: Creation, Approval, Posting, Confirming, and Receipting. Help topic(s) related to this video: Read More > Donation Batches Read More > Creating a New...
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Session Refunding Donations Related Help Topics Common Donation Issues Objective Describe the process to follow when refunding a donation to a donor. Pre-requisites None Common Donation Issues Other Receipts DonorWise is designed to process all incoming...
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Session Non-donation Batches Related Help Topics Other Receipts Objective Explain how to enter receipts that are not donations, such as: • Clearing Advances • Material Sales • Conference Revenue Pre-requisites None Other Receipts Note...
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Session Donation Process — Introduction Related Help Topics Donation Batches Batch Screens Creating & Editing Batches Entering a Donation Objective Introduce you to donation processing, the core function of DonorWise Pre-requisites None This topic...
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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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All three check boxes on this screen are checked by default. Batch Approval Force printing of original batch transaction report Printing the batch transaction report is an important step in your business process. You should then file the report in your...
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Unresolved Donors & Designations Unknown/Unresolved Designations are also known as <SUSPENSE>. The number of such items are in parenthesis after the item. Sometimes all of the information about a donation is not known. Rather than hold up processing...
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The details and step-by-step procedures of processing donations in DonorWise is discussed in other topics. This topic gives an overview of the steps, and some details within those steps. Donation Processing Overview The donation processing includes the...