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Unknown Donors & Designations

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Unknown Donors & Designations

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Unresolved Donors & Designations

Unknown/Unresolved Designations are also known as <SUSPENSE>. The number of such items are in parenthesis after the item.

Sometimes all of the information about a donation is not known. Rather than hold up processing of the donation, enter the donation.

When the Donor is unknown, use the UNKNOWN contact

When the Designation is unknown, use the SUSPENSE contact.

If either of these contacts are used, these donations will have to be resolved later — hopefully by the end of the period. But using them will allow the deposit to be made and the designee (if known) will be able to receive the funds.

Resolving a donor or designation is a way of saying that a correction needs to be done. Donations of these types appear on a special screen to help resolve them.

Unknown donors or designations must be resolved within 6 months or DonorWise will prevent new periods from being opened.

Resolving unknown donors

1.Click on the <Unknown Donors> link.

2.Use the period drop-down box to select the period to use.

3.Click the Batch ID check-box to select the donation to resolve.

4.The selected item can be reversed, corrected, or auto-resolved.

5.The auto-resolve will change the Unknown donor to Anonymous. Use this only if it is determined after working on it that the donor will never be known.

Resolving unresolved designations

1.Click on the <Unresolved Designations> link.

2.Use the period drop-down box to select the period to use.

3.Click the Batch ID check-box to select the donation to resolve.

4.The selected item can be reversed (refunded), corrected, or auto-resolved.

5.The auto-resolve will change the Suspense designation to “General Staff Fund” (chosen in the System setup). Use this only if it is determined after working on it that the designation will never be known. Define which designation for auto-resolve in the <System Setup>.

Menu Path: Tools | System Setup | Designation Tab

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Read More > Reverse/Correct/Refund




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