Teaching Outline-Condensed

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DonorWise training curriculum

Conceptual overview

1.	Accounting Features

Contacts

Donations

Reporting

5.	Security (username / password)

Software Introduction

1.	DonorWise interface

Accounting setup

1.	Defining assessments

2.	Setting up GL and RC codes

3.	Managing currencies

4.	Managing payment types

5.	Managing periods and closing

Contact Management

Contacts

2.	Duplicates

3.	Other Contact Features

Greetings

b.	Phone numbers

c.	Email addresses

4.	Non-donors & organizations

5.	CCC ministries/departments as contacts

6.	Designations

a.	Ministry Tree

7.	Finding contacts (using Search and Lookups)

8.	Redirecting donors & designations

a.	Marrying staff

b.	Deceasing staff

c.	Marrying donors

d.	Deceasing donors

9.	Managing Groups

Processing Donations

1.	Donation batches

2.	Entering donations

3.	Importing donations (bank imports)

4.	Approving batches

5.	Posting Batches

6.	Resolving unconfirmed / error batches

7.	Donation history

8.	Reversing / correcting

DonorWise reports

1.	Running reports

Filed under: Obsolete

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