View > Video: Reverse-Correct-Refund Overview After a donation batch is marked as approved it cannot be edited or deleted. If a data-entry error is discovered in one of the items, the batch will be posted and a new correction batch will be created to fix it. A reversal generates a new batch. There...
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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
Posting a donation batch releases the batch from DonorWise to your General ledger. Once a donation batch is Approved, it cannot be edited or deleted; it must be posted. Posting occurs whether you have an Integrated General ledger (automatic) or a non-integrated General ledger (manual). Integrated DonorWise...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, batches, post batches, Donations Post Batches, Batches Post Batches
"Error Batches" occur only when there is a conflict with your General Ledger. These are extremely rare. Fix Error Batches 1. Select the <Fix Error Batches> link. The number in parenthesis (if any) will indicate the number of batches ready for this action. These types of batches should...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, batches, Donations Fix Error Batches, Fix Error Batches, Batches Fix Error Batches
An Unconfirmed Batch is any donation batch that has been posted, but has not received confirmation of subsequent posting in the General ledger. For an Integrated General ledger, that means the GL has not sent back the confirmation. For a non-integrated General ledger, this means the batch has not been...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, batches, unconfirmed batches, Donations Unconfirmed Batches, Batches Unconfirmed Batches
Finding Batches 1. Press the <Find Batches> link. 2. The default list is all of the batches in the current fiscal period. Filter the list of batches by selecting one of the many available filters. Sort by clicking on any of the column headers. Selecting and viewing a batch Once the desired batch...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, batches, find batches, Donations Finding Batches, Batches Finding Batches