The Setup defines many of the default values of DonorWise. Menu Path: Tools | System Setup system setup LINKS Security Tab Reports Tab Contact Tab General Ledger Tab Designation Tab Receipting Tab Journal Tab Donations Tab Plugins Tab Note: These tabs...
Verify Database Security mailto:help@ifmconnect.com for more information on this feature. Passwords DonorWise has several password protection features. < Prev Topic | Next Topic >
DonorWise has predefined Greeting, Name, and Address formats for each country. DonorWise makes it possible for you to manually update country info. In general, this should not be necessary. Modifying country information is a complex task, and this user...
The Journal Tab defines how automatic journal entries are handled. Options Post journals in detail • This option is checked by default. This means that every donation in a DonorWise batch will appear as an item in the journal to be posted to the...
The General Ledger tab identifies the base currency (for donation entry) and how many posting periods are allowed. Currency Base Currency • The currency used as the default for transactions. • It is the currency used in your General ledger...
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...
Default Donation GL Account These are the accounts that will appear on the designation screen by default. Staff For donations given on behalf of staff members Non-Staff For donations given to non-staff designations such as ministries, projects, etc. Default...
Country Info This feature facilitates the powerful features that DonorWise employs to make it easy to use DonorWise internationally. Default Country • Which country DonorWise assumes a contact is in when entered. Mailing From Country • Which...