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 | Glossary_And_ConceptsReconciliation Guide.pdf |
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| name | SalesforceGlossary_with_Microsoft_Outlook- August 2020 Release.docxAnd_Concepts.pdf |
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| name | Salesforce_Mobile-_Jan_2020_Release.docx |
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| name | Batch_Donation_Processing.pdf |
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| name | Reports_And_Dashboards.pdf |
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| name | Auxiliary_Data_Entry_Functions.pdf |
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| name | Reconciliation GuideCampaign_Management.pdf |
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| name | Bulk_Data_Import_Guide.pdf |
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| name | Major_Gifts_And_Bequests.pdf |
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| name | Recurring_DonationsQuick Donate Guide.pdf |
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| name | Receipting April 2020 Version 1.1.pdf |
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| name | Contact_And_Account_Maintenance.pdf |
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| name | Recurring_Donations.pdf |
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Salesforce Related Guides
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| name | Salesforce_Mobile_App.pdf |
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| name | 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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