This topic is available on video! View > Video: Batch Entry Screen Overview Entering a Donation In DonorWise the terms "donation" and "gift" are used. A "donation" represents the total amount given by a donor. A "gift" is the distribution amount to a specific...
When searching for a particular donation, there may be certain things that are known about the donation. A person may say they are looking for a donation in the last six months and the amount was 1000.00. The donation history screen provides a means to find donations based on almost any attribute of...
Common Donation Issues Other Receipts DonorWise is designed to process all incoming funds, not just donations. Read More > Other Receipts Anonymous Donors When a donor wishes to remain anonymous to the designation, the ANONYMOUS contact should be used instead of the donor's regular contact. When the...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, Donations Common Donation Issues
View Correction History You can view correction history from two places: (1) On a donor's individual donation records, and (2) the <Find Batches> area. View Correction History for a specific donor 1. Select the donor from the contact list. 2. Select the <Donation History> tab. 3. View the...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, view correction history, Donations View Correction History
Batch screens General layout of the batch screens Most of the batch screens have a grid layout similar to the one shown below. The four columns on the right are designed to highlight unusual characteristics of the batch (perhaps for an approver). Unusual Amounts Would appear marked when there is a negative...