Finance¶
General Process¶
- Contributions Overview
- Contribution Workflow
- Contribution Batch
- Batch Type and Contribution Type
- Contribution Types
- Finance Roles
- Fund-Based Finance Roles
- Scanning Checks to Import Data and Images
- Contributions Search
- Contribution Terms
- Reconciling Batches
- Corrections/Reversals for Contributions/Registrations
- FAQs Regarding Contributions
- Finance FAQs
- Fund Management
- Returned Checks / ACH Rejects
- Scanning Checks / Importing Files
- Importing Other Types of Files
- Associating Donors
- Assigning Fund and/or Splitting Check into Multiple Funds
- New Clients and/or 1st-Time Check Scanners
- Importing Files from PayPal, etc.
- Importing Scanned Check Files to Create Batches
- Assigning Donor and Fund
- Subsequent Imports
- Corrections
- How to Handle Bank Drafts
- Split Contribution
Online Giving¶
- Online Giving Overview
- Online Giving Setup
- Configuring Payment Gateways
- Online Giving Batches
- Emails for Online Giving
- Recurring Giving Failure Notices
- Pushpay Integration
- Txt2Give Integration - Allowing Giving by Text
- GivingFire Integration
- OnlineGiving.org Integration
- Vanco Import for Online Giving
- Online Processing: Donations and Payments
- Communicate Change - Sample Emails
Pledges¶
Pledge Reports¶
Reports and Exports¶
- Donor Totals by Range Report
- Donor Total Summary Export
- Export Donor Details
- Export Donor Fund Totals
- Export Donor Totals
- Export Ledger Income
- Manage Recurring Giving
- Giving Change
- Scan and Deposit
- Settlements Report
- Totals by Age Range Report
- Totals by Fund Range Report
- Totals by Fund Report
- Transactions Log
- Contribution Change Log
- First Time Giving Report
- Increased Giving by Range Report
- Decreased Giving By Range Report
Statements and Envelopes¶
- Contribution Statement Types and Envelope Options
- Contribution Statements
- Contribution Statement Header and Notice
- Statements for Deceased Donors
- Contribution Statements - HTML Option
- Custom Contribution Statements
- Donors’ Access to Contribution Statements
- Electronic Only Statement Option
- Using Envelope Numbers
- Mailed Envelope Sets