DonorWise Help - All Comments

re: Periods and Closing

Troy Wolbrink — Thu, 20 Nov 2025 21:12:00 GMT

IEM, Review your Receipting options in System Setup. You don't have to require receipting every month. www.tntware.com/.../setup_receiptingtab.aspx

re: Periods and Closing

IEM Ministries — Wed, 12 Nov 2025 22:03:31 GMT

I still don't understand the forced receipting tab. DO I have to print all the receipt each month?

re: Fix Error Batches

Troy Wolbrink — Mon, 20 Feb 2023 01:28:10 GMT

Hi Carla, The error batch cannot be deleted. But once you fix it, you can manually post it to Excel (not to QuickBooks), and then you can reverse the batch, and then post it to Excel (not to QuickBooks). --Troy

re: Fix Error Batches

Carla — Fri, 10 Feb 2023 20:31:09 GMT

I tried to post a Correction to a batch that was created before we set up integrated GL. So, DW threw the correction batch into the "Fix Error Batches." Before I realized that it was an integrated GL issue, I tried the fix error buttons and merging the GL accounts and RCs, but didn't work (of course). So, now I have made adjustments to take care of the problem in DW & QB - so no longer need that correction batch - but can't get rid of it! Is there anything I can do? Or will I just have an error batch forever?

re: Import Batch Assignment

Troy Wolbrink — Tue, 24 Jan 2023 18:04:36 GMT

The statement that, "Every field in the import file must be mapped to a DonorWise field or skipped." is a little confusing. A better way to state this might be, "Fields in the import file should be mapped to a DonorWise field when it makes sense."

re: Reverse/Correct/Refund

Troy Wolbrink — Mon, 09 Jan 2023 22:19:58 GMT

Note: The very first thing you need to do is pull up the "Find Batches" screen to find the batch with the donation you want to correct. Or you can pull up the "Explore Batch" screen for the same batch. From either of these screens, you can click the "Reverse/Correct" button on the toolbar.

re: Handy Reference Guides

Troy Wolbrink — Thu, 01 Sep 2022 21:46:38 GMT

Here's where you can now download the Handy Reference Guides: www.tntware.com/.../16554.aspx

re: Setting up a new Saved Group

Troy Wolbrink — Thu, 01 Sep 2022 21:37:01 GMT

In the "Manage Users" screen, add the "Contact Manager" role to your account.

re: Setting up a new Saved Group

Janson — Fri, 20 May 2022 05:32:02 GMT

Hi, I have an issue here after I created a New Database, I did not see <View Group> link at the side panel, what can I do? I am using DonorWise ver 4.0.13

re: Handy Reference Guides

Info2 — Thu, 12 May 2022 20:06:48 GMT

Download link not working help.ifmconnect.com/index.php

re: Receipting Tab

Troy Wolbrink — Fri, 06 Aug 2021 16:28:32 GMT

The bottom/legal message is typicall for a disclaimer like "No goods or services were provided..."

re: Receipting Tab

Accounting — Mon, 02 Aug 2021 13:58:19 GMT

The settings for receipting now include a window to add a bottom (legal) message. What is this to be used for?

re: Add a New User

Troy Wolbrink — Fri, 02 Oct 2020 19:01:53 GMT

You can double-click on a user to edit their permissions on a more granular level (screen by screen).

re: Email Receipts Setup

Troy Wolbrink — Wed, 02 Sep 2020 22:52:16 GMT

Yes. In "Print" mode, you can see all receiptable donors, whether or not they have email addresses or mailable addresses (or neither). In “Email” mode, you can only see donations from donors that are e-mail receiptable.

re: Email Receipts Setup

Accounting — Thu, 20 Aug 2020 17:20:43 GMT

If I opt someone into receiving receipts by email, am I still able to print a receipt if I want?