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It is essential for the integrity and credibility of our ministries that we account for all funds received in an accurate, complete and timely fashion. To ensure that this happens consistently, a ministry should determine their donation processing principles...
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Other Receipts Note to readers and translators: In English, the word used for "Receipts" in this context means "Other Income". There is no relationship between the word "Receipts" in this context and the "Donation Receipts"...
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Every topic in this section relates to donations that have already been posted. These are donations that can be found under the Donations link on the Screens pane. Read More Donation Principles Refunding donations Creating & Editing a batch (new batches...
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The following internal controls should be in place in the area of receiving donations: 1. Receipts are pre-numbered. In the case of DonorWise, this requirement means that: • the initial (provisional) receipts are pre-numbered. • the computer...
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To reduce or eliminate the need to maintain your old donation system, you can import historical donations into DonorWise using the Historical Batch. Historical Batch tips • DonorWise can import historical data from a .csv file. The process works...
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This topic is available on video! View > Video: Batch Entry Screen Overview Entering a Donation In DonorWise the terms "donation" and "gift" are used. A "donation" represents the total amount given by a donor. A "gift"...
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When searching for a particular donation, there may be certain things that are known about the donation. A person may say they are looking for a donation in the last six months and the amount was 1000.00. The donation history screen provides a means to...
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Common Donation Issues Other Receipts DonorWise is designed to process all incoming funds, not just donations. Read More > Other Receipts Anonymous Donors When a donor wishes to remain anonymous to the designation, the ANONYMOUS contact should be used...
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View Correction History You can view correction history from two places: (1) On a donor's individual donation records, and (2) the <Find Batches> area. View Correction History for a specific donor 1. Select the donor from the contact list. 2. Select...
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Batch screens General layout of the batch screens Most of the batch screens have a grid layout similar to the one shown below. The four columns on the right are designed to highlight unusual characteristics of the batch (perhaps for an approver). Unusual...
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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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DonorWise requires receipts to be completed for all donations; they can either be printed or emailed. This is part of the security features of DonorWise; once a donation is receipted, a Receipt ID is permanently associated with the donation. Note to users...
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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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Explore Batches There are two ways to find and explore a batch. 1. On the <Donations> tab, right-click on a gift and select the link. 2. From the <Find Donations> link, right-click on the selected batch. What you see when exploring a batch...