Finance¶
General Process¶
- Contributions - The Basics
- Contribution Bundle
- Contribution Bundles Page
- Scanning Checks to Import Data and Images
- Contributions Search
- Contribution Terms
- Corrections / Reversals for Contributions
- FAQs Regarding Contributions
- Fund Management
- Fund-Based Finance Roles
- Post Bundle - Record Individual Contributions
- Returned Checks
- 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 Bundles
- Assigning Donor and Fund
- Split Contributions
- Subsequent Imports
- Corrections
- How to Handle Bank Drafts
- Split / Divide Contribution into Multiple Funds
Online Giving¶
- Online Giving Overview
- Online Giving Setup
- Configuring Payment Gateways
- Online Giving Bundles
- Emails for Online Giving
- Recurring Giving Failure Notices
- Pushpay Integration
- Txt2Give Integration - Allowing Giving by Text
- GivingFire Integration
- Onlinegiving.cc Integration
- Vanco Import for Online Giving
- Online Processing: Donations and Payments
- Communicate Change - Sample Emails
Pledges¶
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
- Managed Giving Report
- 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
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