DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...
Session 14: Donation Batches

Contents

 


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About TntWare

Syndication

Objective

Prepare donation batches for entry into DonorWise.

Overview

Donations are typically received and entered into the system in groups. Typical groups include all cheques in a single deposit, all electronic gifts for a month, etc. In effect, a donation batch is like an envelope, with the individual donations inside the envelope. The outside of the envelope identifies key information about the batch, including the total amount, and the total by type (cash, cheque, etc.).

Reference Material

Donation Batches

Batch Screens

Creating & Editing a batch (new batches screen)

Batch Keyboard Shortcuts

Batch Lookup Relationships

Concepts

The payment types and batch totals must be identified prior to entering donations.

Exercises

 



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