DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...

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  • Donorwise, Quickbooks and Spooky Theme Music

    I am trying to set up Donorwise and am beginning to feel like the survivor of the last horror movie just waiting for something lurking around the corner to jump out and get me. My confusion in the setup process is "Integrated GL (general ledger) Options" and "Defining Accounts and Responsibility...
    Posted to Technical Support (English) by rdagijones on 25 Apr 2018
  • Re: (DonorWise 3.3.16 - PC) Invalid GL Account/RC combo: 9100, 11002

    It is likely that GL Account (9100) has yet to add RC (11002) as one of valid combinations. Users with Financial Director or Database Setup role can manage GL Account/RC combinations at Accounting > GL Accounts and RCs. This feature is documented at
    Posted to Technical Support (English) by tsanyao on 30 Sep 2014
  • Re: Staff Termination

    Found it!!!! When we first did the setup we entered all the staff names in Thai. Since that wouldn't work with Solomon we entered them again in Latin Characters and redirected the Thai designations to the English ones. I had to change the RC in both. Can you tell that we lost the person who was doing...
    Posted to Technical Support (English) by GregorySmith on 2 Apr 2011
  • Re: Staff Termination

    OK. I was making two mistakes: First, I was on the donor tab not the designation tab. So when a staff terminates we should redirect their designation, but leave their donor redirect alone since they may be a donor also. Right? Second, I did not know about also changing the RC. I checked the instructions...
    Posted to Technical Support (English) by GregorySmith on 2 Apr 2011
  • Re: Staff Termination

    All Batches were confirmed. We were trying to close the period. The only box not checked was the sync with GL box. I made sure that the designation for the RC that was closed was redirected. I went to the GL Accounts and RC's window. I selected sync w/ GL. It came up with the RC and offered to add...
    Posted to Technical Support (English) by GregorySmith on 1 Apr 2011
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