How to export a batch to a comma-separated (.csv) text file DonorWise batches can be exported to a comma-separated value (.csv) file. 1. Find the batch you want to export. Read More > Find Batches 2. Right-click on the desired batch. 3. Select "Export to text file" from the menu. 4. Type...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, batches, donations export, Export Batches to Text, Batches Export
Approve Batches 1. Select the <Approve Batches> link. The number in parenthesis (if any) will indicate the number of batches ready for this action. 2. Review the donation batch You can Explore a batch (view it) by double-clicking on it. In particular, pay attention to any amounts in the four right...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, batches, approve batches, Donations Approve Batches, Batches Approve Batches
DonorWise allows a batch to be posted in a closed period. Because this should be a very rare occurrence, DonorWise requires the closed period to be temporarily opened. Only one batch can posted to a closed period; to post another batch in that closed period (or any other closed period), DonorWise must...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, batches back posting, batches, donations back posting, Back Posting