View > Video: Reverse-Correct-Refund Overview After a donation batch is marked as approved it cannot be edited or deleted. If a data-entry error is discovered in one of the items, the batch will be posted and a new correction batch will be created to fix it. A reversal generates a new batch. There...
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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
DonorWise requires receipts to be completed for all donations; they can either be printed or emailed. This is part of the security features of DonorWise; once a donation is receipted, a Receipt ID is permanently associated with the donation. Note to users who do not speak English as their first language...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, receipts, unreceipted donations, Receipts Unreceipted Donations, Donations Unreceipted Donations
Posting a donation batch releases the batch from DonorWise to your General ledger. Once a donation batch is Approved, it cannot be edited or deleted; it must be posted. Posting occurs whether you have an Integrated General ledger (automatic) or a non-integrated General ledger (manual). Integrated DonorWise...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, batches, post batches, Donations Post Batches, Batches Post Batches
"Error Batches" occur only when there is a conflict with your General Ledger. These are extremely rare. Fix Error Batches 1. Select the <Fix Error Batches> link. The number in parenthesis (if any) will indicate the number of batches ready for this action. These types of batches should...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, batches, Donations Fix Error Batches, Fix Error Batches, Batches Fix Error Batches
Explore Batches There are two ways to find and explore a batch. 1. On the <Donations> tab, right-click on a gift and select the link. 2. From the <Find Donations> link, right-click on the selected batch. What you see when exploring a batch The explore screen shows donation details. Show Legend...