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  • Importing Flow Thru

    Currently we are creating separate batches for each foundation for all of our Flow Thru donations. About 75% of those donations are recurring. Is there a way to import a batch that will separate out the information to the appropriate foundations in Donorwise? Basically, in a csv file there is a "Foundations"...
    Posted to Technical Support by rdagijones on 27 Dec 2022
  • Responsibility Centers and Cash Accounts

    Before deciding how to use Responsibility Centers, I need a little more info. Let me give you an example of a sample donation. This donor is giving to four designations. Sage (accounting software) would receive the donation as follows: Donor ID Designation Designation Code Cash Account GL Income # of...
    Posted to Technical Support by Bthigpen on 14 Oct 2019
  • DonorWise - Accounting Software integration of Donor Numbers

    Our Accounting Software (Sage50) has Donor codes and Designation codes that are non-numeric. I'm trying to determine if we can retain our original codes in Sage and just have them matched up with unique DonorWise codes during each batch. For Donor Contacts, can I use the Search Names that will be...
    Posted to Technical Support by Bthigpen on 14 Oct 2019
  • Report by Batch and Designations

    Is there a way to modify a report so that I can get the current batch by designation? I don't always have a clean beginning and ending donation date (I enter the date on the check) to run a designation report.
    Posted to Technical Support by cfranchino on 24 Mar 2017
  • Batch screen not visible

    I am a new user to DonorWise and have created a database and worked through the setup list completely (each item was crossed of and the list on the right of the screen is gone) and imported contacts. I am ready to add my first batch but every instruction says to click on the batch list to start the process...
    Posted to Technical Support by Brookmaturo on 25 Feb 2017
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