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...
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...
You manage each user's access to the system in the <Manage Users> field. Most of these roles will be assigned when you fill out the setup questionnaire. < Prev Topic | Next Topic >
If you arrived at this topic by hitting F1 on a report, note that this page does not provide help on specific reports. DonorWise comes with more than a dozen reports that were designed for the common reporting needs of ministries. There are two components...
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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...
What is a Designation? A designation is what a donor gives towards. It can be either a staff member or ministry or a project in which a non-staff person is participating. In order to choose a contact as a designation when entering a donation, the contact...