Development and Volunteer Services

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Topics

1. Donation Processing Checklist 1

2. Mail Pickup and Sorting 2

3. Scanning Batches 2

4. Processing Credit Cards 0

5. Data Entry and Verification 7

6. Sending to Salesforce and the Bank 2

7. Support / Misc Processes 4

8. Daily Donations 3

Other Resources

Fundraising Overall Manual
I'm a Volunteer Engagement Manager, Now What?
I'm a Development Officer, Now What?
I'm a Foundations Manager, Now What?
I'm a Salesforce Data Analyst, Now What?
I'm a Gift Processing Manager, Now What?

Development and Volunteer Services / AQ2 - Donation Processing

5. Data Entry and Verification

7 Articles

5.1 Find Recently Scanned Batches in Job Manager
5.2 Removing Incomplete Transactions
5.3 Perform Data Entry on the Singles Batches
5.4 Verify the Coupon
5.5 Perform a Final Verification of the amount
5.6 Perform Data Entry on the Check Only Batches
5.7 Creating a Donor Contact