- 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
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
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
- 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
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
Potential Duplicates tab
printing receipts
profile, import
- R -
receipts
printing
reprinting
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
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