An Unconfirmed Batch is any donation batch that has been posted, but has not received confirmation of subsequent posting in the General ledger. For an Integrated General ledger, that means the GL has not sent back the confirmation. For a non-integrated General ledger, this means the batch has not been...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: donations, batches, unconfirmed batches, Donations Unconfirmed Batches, Batches Unconfirmed Batches
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
This topic is available on video! View > Video: Donation Batches Overview This topic refers specifically to the Donation Batches menu items on the Screens Pane. Donation Batch process For normal batches without errors. These steps would typically not be performed at the same time. For example, receipts...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, overview, overview donation batches, donation batches, Donations Donation Batches
Overview: Entering Batches 1. Decide whether this is a donation batch or a transfer batch. Donation batches are primarily donations, but include any type of incoming funds including material sales, conference revenue, etc. 2. Select the <New Batches> link. 3. Press the <New Batch> button...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, Donations Creating & Editing Batches