On this page, you will find the most current guides for Posi Giving and payment gatewaysThe Config Guides will be publicly available in the Posimente Confluence site from late May.
General Fundraising Guides
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| name | Reconciliation Guide.pdf |
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| name | Glossary_And_Concepts.pdf |
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| name | SalesforceBatch_with_Microsoft_Outlook- August 2020 Release.docxDonation_Processing.pdf |
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| name | Salesforce_Mobile-_Jan_2020_Release.docxReports_And_Dashboards.pdf |
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| name | Auxiliary_Data_Entry_Functions.pdf |
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| name | BatchCampaign_Donation_ProcessingManagement.pdf |
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| name | ReportsBulk_Data_AndImport_DashboardsGuide.pdf |
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| name | AuxiliaryMajor_DataGifts_EntryAnd_FunctionsBequests.pdf |
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| name | Reconciliation Quick Donate Guide.pdf |
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| name | Campaign_ManagementReceipting April 2020 Version 1.1.pdf |
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| name | BulkContact_DataAnd_ImportAccount_GuideMaintenance.pdf |
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| name | Major_Gifts_And_BequestsRecurring_Donations.pdf |
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Salesforce Related Guides
RecurringDonationsReceipting April 2020 Version 1.1| Salesforce_with_Microsoft_Outlook- August 2020 Release.docx |
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| name | Salesforce_Basics.pdf |
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Payment Gateway Guides
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| name | Stripe Payment Gateway Guide.pdf |
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| name | NAB Payment Gateway Guide.pdf |
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| name | Payway_Payment_Gateway.pdf |
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| name | eWay_Payment_Gateway.pdf |
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| name | SecurePay_Payment_Gateway.pdf |
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| name | BPOINT_Payment_Gateway.pdf |
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| name | EziDebit_Payment_Gateway_Guide.pdf |
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| name | Paydock_Payment_Gateway.pdf |
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