DonorWise
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Integrated GL Options

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Integrated GL Options

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DonorWise is designed to integrate with a general ledger software to ensure more consistent accounting and reporting.

Integrated general ledger

Select an integrated general ledger, if any.

Configure

Define the data entry order of GL transactions.

Verify

Confirms connection with your integrated General ledger.

The following options will be automatically supplied by your General ledger if it is integrated. You only need to define these if you are not using an Integrated General ledger.

Beginning month of fiscal year

Select the month in which your fiscal year begins. Fiscal year is assumed to start on the first day of the selected month.

Use the year of first period

Defines whether the fiscal year number uses the beginning or ending year.

Fiscal period example

Shows how a fiscal period will appear in the database.

General ledger allows back post

Because donation adjustments can occur in prior periods, it's important that the integrated general ledger support such past adjustments.

General ledger supports Unicode

Unicode (multi-byte characters) is a text format that allows for multi-lingual data entry. Do not select this option if your General ledger does not support Unicode.

Enforce valid GL Account/RC combos

Combinations are set up on the <GL Accounts and RCs> screen.




Comments on this Help Topic

Clare wrote re: Integrated GL Options
on 5 Aug 2012 4:44 AM

Would like to clarify General ledger designed with DonorWise? Or need to have another software for General ledger, then making integration between software and DonorWise?

Thanks your advice!

Troy Wolbrink wrote re: Integrated GL Options
on 10 Aug 2012 4:30 PM

DonorWise isn't meant to be a general ledger accounting system.  It's designed to track incoming donations, receipt the donor, and then create a journal batch that can be exported to a general ledger system.  This journal batch will properly credit each staff/project subaccount, and optionally charge assessments.  DonorWise can integrate with any accounting system.  But it has specific support for Microsoft Dynamics SL (Solomon).  It also has a plug-in model so that 3rd programmers can add specific support for other accounting systems.  For a big picture summary of how these systems fit together:  www.tntware.com/.../346.aspx

Kelly Baker wrote re: Integrated GL Options
on 25 Jul 2013 8:26 PM

How can I edit GL accounts? I am reorganizing our accounting system, and am  manually entering DW batches into our GL (Quickbooks). I would like to change the name of some of the income accounts (and delete, eventually), but DW gives me an error when trying to do so.

Troy Wolbrink wrote re: Integrated GL Options
on 12 Oct 2013 12:55 AM

You may have designations referring to the old GL accounts.  After you add the new account, make sure no designations refer to the old account before you try to delete it.

Jeff Borod wrote re: Integrated GL Options
on 15 Sep 2014 2:41 PM

For the Solomon (Dynamics) General Ledger Integration:

When the fiscal year coincides with the calendar year, the General Ledger Setup in Solomon (Dynamics) needs to be set to "End of" Fiscal Year, otherwise, the "fiscalyeardiff" property in DonorWise will be initialized to "12" instead of "0".

Jeff Borod wrote re: Integrated GL Options
on 15 Sep 2014 6:42 PM

To edit my post on Mon, Sep 15 2014 9:41 AM:

...needs to be set to "Beginning of" Fiscal Year... NOT "End of" Fiscal Year.

mukmaina wrote re: Integrated GL Options
on 20 Jan 2015 4:37 PM

How do you link Donorwise to Solomon (Dynamics)? When you have posted on Donorwise but transaction is reflected on GL, what could be the problem? I can be reached at mukmaina@yahoo.com

Troy Wolbrink wrote re: Integrated GL Options
on 30 Jan 2015 6:48 PM

@mukmaina, this is a great question on the forums.  Please provide more details and context.

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