- A -

accounting

assessments

closing

currencies, managing

general ledger accts

overview

payment types, manage

periods

responsibility centres

add

contacts

donation batches

import cross references

address format

Address tab

approve batches

assessments

auditor log

- B -

back post batches

bank imports

batches

approving

back posting

completing

creating

error fixing

exporting

finding

importing

IconProcedimiento de Importe por Registro
IconAsignación del Importe del Registro

lookups

overview

posting

reverse/correct

unconfirmed

benefits of using DonorWise

- C -

change log

classifying transactions

closing accounting periods

concepts / glossary

contact view

Address tab

Change Log tab

common issues

Designation tab

Donations tab

Donor tab

Duplicates (tab)

Gifts Received tab

Groups tab

Notes tab

Personal Info tab

Potential Duplicates tab

contacts

adding (tutorial)

Contact tab (setup)

Contact View

create/edit

deceased (check-box)

designations

IconPestaña de designación (Contacto)
IconCreación / Corrección de una designación
IconRedirección de designaciones

duplicates (alert)

email addresses

greetings

import fields

importing

info boxes

lookups

marriage

Me

ministry tree

names, searching

organizations

overview

phone numbers

redirect activity

redirecting designations

related

search

searching for

termination of staff member

correction history

country info

address format

editing manually

full name format

greetings format

couples

redirecting gifts

when contacts marry

when staff marry

cross references (importing)

adding

editing

currencies, managing

current group

IconVer grupos 
IconGrupo actual

- D -

deceased (check-box)

derived fields (importing)

designations

create/edit

Designation tab (contact view)

Designation tab (system setup)

overview

redirecting

unrefunded

unresolved

directors (ministry tree)

donation batches

donations

anonymous

approval

back posting

batch lookups

batch screens

batch shortcuts

batches, completing

batches, creating/editing

batches, overview

common issues

correction history

donation history

Donations tab (contact view)

Donations tab (system setup)

entering

error fixing

export

finding

historical batch

importing

internal controls

menu items

other receipts

posting

principles

processing procedures

returning

reverse/correct

system benefits

unconfirmed

unreceipted

unresolved designations

unresolved donors

donors

defined

Donor tab

unresolved

duplicate contacts alert

duplicates

viewing (alert when entering)

viewing (on tab)

- E -

edit

contacts

designations

donation batches

import cross references

email

addresses

error batches, fixing

error messages

evaluation questionnaire

- F -

favorite lookups

find batches

full name format

- G -

general ledger accts

integrated GL options

overview

General Ledger tab

Gifts Received tab

glossary

greetings

entering

format

groups

current

IconVer grupos 
IconGrupo actual

saved

groups (current)

current vs. saved

overview

groups (saved)

current vs. saved

Groups tab (Contact View)

tutorial

Groups tab

Groups View

overview

- H -

help tools

historical batch

- I -

implementation questionnaire

importing

add derived fields

bank files

batch process

contact fields

contacts

cross references, adding

cross references, editing

donations

import profile

skipping records

testing

installation

overview

questionnaire, evaluation

questionnaire, implementation

questionnaire, setup

setup overview

introduction

screens tab

workspace

- J -

Journal tab

- K -

keyboard shortcuts

batches

- L -

leaving staff (designation impact)

lookups

control panel

current groups from

favorites

menu options

sort order

successive

vs. search contacts

- M -

managing currencies

marriage

designation impact

when contacts marry

Me contact

merge staff gifts

ministry tree

directors

miscellaneous topics overview

- N -

names, searching

notes

Notes tab

- O -

options, system

organizations as contacts

other receipts

overview

designations

donation batches

misc topics

reports

security

- P -

payment types, manage

periods

Personal Info tab

phone numbers

post batches

IconPantalla para colocar Registros
IconExportando Lotes al Texto

Potential Duplicates tab

printing receipts

profile, import

- R -

receipts

printing

IconImprimiendo Recibos 
IconDonaciones no recepcionadas

reprinting

IconReimprimiendo los Recibos
IconDonaciones no recepcionadas

redirect activity

related contacts

reports

overview

receipts

reprinting receipts

responsibility centres

overview

returning donations

reverse/correct batches

- S -

saved groups

screens tab

search contacts

vs. lookups

search names

security

manage users

IconCuestionario
IconAdministración de Usuarios

security overview

Security tab

setup

system

setup overview

setup questionnaire

Student Notes: DonorWise Interface

system setup

Contact tab

Designation tab (system setup)

Donations tab (system setup)

edit country info

General Ledger tab

Journal tab

overview

Security tab

- T -

termination (leaving staff)

tools

historical batch

transactions, classifying

tutorials

adding a contact

groups (saved)

- U -

unconfirmed batches

unreceipted donations

unrefunded designations

unresolved donors/designations

updates

upgrades

user interface

- V -

view correction history

views

Contact View

Groups View

- W -

workspace