The Setup defines many of the default values of DonorWise. Menu Path: Tools | System Setup system setup LINKS Security Tab Reports Tab Contact Tab General Ledger Tab Designation Tab Receipting Tab Journal Tab Donations Tab Plugins Tab Note: These tabs are described here for ongoing reference. For first...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: setup, system setup, system, system setup overview, setup system, options
Verify Database Security mailto:help@ifmconnect.com for more information on this feature. Passwords DonorWise has several password protection features. < Prev Topic | Next Topic >
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: system setup, Security tab, system setup Security tab
DonorWise has predefined Greeting, Name, and Address formats for each country. DonorWise makes it possible for you to manually update country info. In general, this should not be necessary. Modifying country information is a complex task, and this user guide does not discuss all of the nuances of editing...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: system setup, country info, country info editing manually, System Setup Manually Edit Country Info, International, International Manually Edit Country Info
The Journal Tab defines how automatic journal entries are handled. Options Post journals in detail • This option is checked by default. This means that every donation in a DonorWise batch will appear as an item in the journal to be posted to the General ledger. The advantage of posting journals...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: system setup, Journal tab, system setup Journal tab
The General Ledger tab identifies the base currency (for donation entry) and how many posting periods are allowed. Currency Base Currency • The currency used as the default for transactions. • It is the currency used in your General ledger. Read More > Currencies Auto supply exchange rate...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: system setup, General Ledger tab, system setup General Ledger tab