DonorWise TM
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  • Video: Assessments Overview

    Video: Assessments Overview An overview of how assessments work in DonorWise, including a look at the 6 different places Assessment Schemes appear in DonorWise. Help topic(s) related to this video: Read More > Assessments View > DonorWise Videos < Prev Topic | Next Topic >
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: accounting, videos, Assessments (video), Videos Assessments, Accounting Assessments (video)
  • Closing the Accounting Period

    Session Closing the Accounting Period Related Help Topics Periods and Closing Objective Learn how to close the accounting period. Pre-requisites You must have all batches entered, approved, posted, and confirmed. As the period draws to a close, DonorWise automatically checks the closing procedures to...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: accounting, periods, accounting closing, closing accounting periods, accounting periods
  • Periods and Closing

    As the period draws to a close, DonorWise automatically checks the closing procedures to ensure they are all complete before the period can be closed. One of the closing requirements is that the accounting period cannot be closed until the month is finished. After that day, DonorWise will automatically...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: accounting, periods, accounting closing, closing accounting periods, accounting periods
  • Manage Payment Types

    Payment Types are the methods in which donations arrive. Four are defaulted. Except for the TRANSFER payment type, you can add, modify, or delete any of these payment types. Because certain payment types may have a fee associated solely with that system (credit cards, for example), you can assign a special...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: accounting, Accounting Manage Payment Types, Payment Type
  • GL Accounts & RCs

    A donation system integrates with a General ledger through account numbers. Every donation and assessment must post to the General ledger accounts. Integrated The chart of accounts will populate automatically from the General ledger. Non-integrated You need to manually enter all of the necessary account...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: accounting, accounting general ledger accts, responsibility centres overview, general ledger accts overview, accounting responsibility centres, general ledger accts, responsibility centres
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