Video: Bank Import 2 This video continues after Bank Import 1 left off. It covers the steps related to splitting designations and assigning cross-references. Help topic(s) related to this video: Read More > Import Batches View > DonorWise Videos < Prev Topic | Next Topic >
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TntWare
on 16 Aug 2016
Filed under: batches, videos, Batches Importing (video 1), videos import batches 2, Import Batches (video 2)
Video: Bank Import 1 This video walks you through the bank import process, in particular related to splitting designations in bank gifts. Help topic(s) related to this video: Read More > Import Batches View > DonorWise Videos < Prev Topic | Next Topic >
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: batches, videos, Batches Importing (video 1), Import Batches (video 1), videos import batches 1
Session Correcting Donation Errors Related Help Topics Reversing / Correcting Batches Unresolved Donors & Designations Objective To learn how to correct common donation errors, such as: • Incorrect Donor ID • Incorrect Designation • Incorrect Distributions • Resolve Unknown...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, batches, Batches Reversing / Correcting Batches, Donations Reversing / Correcting Batches, Reverse / Correct Batches
Import Batches Bank Import DonorWise can create batches using imported, comma-separated (.csv) files. These files will typically come from one of two sources: Your Bank Most ministries have some, if not all, of their contributions processed through the banking system. The bank then sends a file (or you...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: batches, batches importing, Import Batches
The Import Donations page allows you to view the lines in your Import file, match the fields to DonorWise fields, and match specific lines with contacts and designations. In order for the file to be imported correctly, the following things need to occur: • Every field in the import file must be...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: batches, Import Batches, Batches Import Batch Assignment, Import Batches Import Batch Assignment