Showing related tags and posts across the entire site.
-
I am trying to enter a new batch with several donations and one of the entries is a refund. How do I put in a negative number so the totals match?
-
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...
-
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"...
-
When entering donations by batches, we follow a certain sequence. But when we generate the report "Donation by Designation", we found that the sequence of donors is not in the same sequence at times. Is there a way to make sure that the list of donors in the report appear the same as that when...
-
Why did we start using OCR technology? It saves us time by combining several processes You import a batch of check donations through a CSV file instead of keying each one into the system. The scanning process makes a copy of the check, endorses the check, and sets up the CSV file for import. It makes...
-
This FAQ article is obsolete.
-
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...
-
You cannot leave the RC column blank when entering a new donation.
-
When entering a new donation, you must provide a donor by name or by id.
-
You must specify a GL Account for each gift.