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
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