Session Donation Process — Introduction Related Help Topics Donation Batches Batch Screens Creating & Editing Batches Entering a Donation Objective Introduce you to donation processing, the core function of DonorWise Pre-requisites None This topic is available on video! View > Video: Donation...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, overview, overview donation batches, donation batches, Donations Creating & Editing Batches, Donations Donation Batches
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
All three check boxes on this screen are checked by default. Batch Approval Force printing of original batch transaction report Printing the batch transaction report is an important step in your business process. You should then file the report in your documentation for the batch. Receipting Options...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, system setup, System Setup Donations Tab, Donations System Setup
Unresolved Donors & Designations Unknown/Unresolved Designations are also known as <SUSPENSE>. The number of such items are in parenthesis after the item. Sometimes all of the information about a donation is not known. Rather than hold up processing of the donation, enter the donation. •...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: designations, donations, donors, donations unresolved donors, donations unresolved designations, Unresolved Donors & Designations, Donors Unresolved Donors, Designations Suspense, Designations Unresolved Designations
The details and step-by-step procedures of processing donations in DonorWise is discussed in other topics. This topic gives an overview of the steps, and some details within those steps. Donation Processing Overview The donation processing includes the following steps: 1. Receive gifts: Initial (provisional...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, Donations Donation Processing Procedures