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  • Payment Type Assessments Formula

    I posted this as a suggestion but did not see any feedback to know if it went through. I am posting it here just to be sure. A type of assessment in Donorwise is setting an assessment per a particular payment type. The only option when creating these assessment schemes is to enter a percentage. Payment...
    Posted to Technical Support (English) by rdagijones on 2 Feb 2023

  • Importing Fees

    Our payment processor is Stripe. In an export of a "payout" from Stripe, the csv file contains a unique donor identifier, a field indicating to whom the donation is given (our website passes this information through to Stripe), the date of the "payout" and the amount. With these fields...
    Posted to Technical Support (English) by rdagijones on 23 Jan 2023

  • Changing GL Code associated with RC

    We have changed the GL Code associated with an RC. It has worked for those RCs that were direct income, but I can't seem to change the GL for RC codes that are assessments. There used to be a screen where you could attach the GL code directly to the RC, but now it seems that only on the contact screen...
    Posted to Technical Support (English) by Nlong on 5 May 2021

  • Assessments

    This topic is available on video! View > Video: Assessments Overview An assessment is a portion of a gift allocated towards administration. Since administration does not generally have designated funding, they are funded via a portion of the gifts given to ministries that are funded through donations...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: accounting, accounting assessments, assessments

  • How handle gifts already assessed?

    We have the situation where some gifts will be receipted by another organization and assessment will be taken out at that point. The organization using donorwise will receive a statement from that organization showing the 90% of the donation that remains for the designee. We want those donations to be...
    Posted to Technical Support (English) by Andy on 27 Jan 2016

  • Is it possible to credit corporate income account as well as receipient's account?

    I'm just doing some testing to see if Donorwise will work for us so am a newbie who basically knows next to nothing. I've been playing around but I'm stuck . We need to keep track of total amount of donations given to individuals so we want donations to show up in a corporate income account...
    Posted to Technical Support (English) by Andy on 10 Dec 2015
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