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...
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...
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...
This topic is available on video! View > Video: Donation Batches Overview This topic refers specifically to the Donation Batches menu items on the Screens Pane. Donation Batch process For normal batches without errors. These steps would typically not...
Overview: Entering Batches 1. Decide whether this is a donation batch or a transfer batch. Donation batches are primarily donations, but include any type of incoming funds including material sales, conference revenue, etc. 2. Select the <New Batches>...
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...
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...
The record of all donations from this donor. The display can also show redirected and related donors, as well as corrections and reversals. Read More Read More > Corrections and Reversals Read More > Redirected donors Read More > Related donors...
This topic is available on video! View > Video: Creating a new Donation batch Creating a new Donation batch 1. Select the <New Batches> link. If any of the items in the Donation Batches list has a number next to it, that indicates the number...