DonorWise is designed to integrate with a general ledger software to ensure more consistent accounting and reporting.
Integrated general ledger
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Select an integrated general ledger, if any.
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Configure
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Define the data entry order of GL transactions.
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Verify
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Confirms connection with your integrated General ledger.
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The following options will be automatically supplied by your General ledger if it is integrated. You only need to define these if you are not using an Integrated General ledger.
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Beginning month of fiscal year
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Select the month in which your fiscal year begins. Fiscal year is assumed to start on the first day of the selected month.
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Use the year of first period
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Defines whether the fiscal year number uses the beginning or ending year.
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Fiscal period example
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Shows how a fiscal period will appear in the database.
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General ledger allows back post
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Because donation adjustments can occur in prior periods, it's important that the integrated general ledger support such past adjustments.
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General ledger supports Unicode
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Unicode (multi-byte characters) is a text format that allows for multi-lingual data entry. Do not select this option if your General ledger does not support Unicode.
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Enforce valid GL Account/RC combos
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Combinations are set up on the <GL Accounts and RCs> screen.
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