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
The record of all donations from this donor. The display can also show redirected and related donors, as well as corrections and reversals. Read More Read More > Corrections and Reversals Read More > Redirected donors Read More > Related donors Navigation Tips • Right-click inside any...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, contact view Donations tab, donations, Donations Donations Tab
This topic is available on video! View > Video: Creating a new Donation batch Creating a new Donation batch 1. Select the <New Batches> link. If any of the items in the Donation Batches list has a number next to it, that indicates the number of pending items in that category. After selecting...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: donations, donations creating new donation batch