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End User Guides & Training Manuals

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Document

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Date Updated

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Change Log

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All

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10/05/2021

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Initial upload

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EziDebit Guide

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10/06/2021

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Uploaded Version 1.0

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Campaign Management Version 1.1

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28/07/2021

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Added section on Campaign Member Dedupe

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Receipting Version 1.1

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28/07/2021

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Updated section on Consolidated Statements (Annual Tax Statement)

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Recurring Donations Guide

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25/08/2021

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Uploaded Version 2.0

Version Register

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Document

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Document ID

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Current Version

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Campaign Management

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1.1

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Receipting

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1.1

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Ezidebit

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FA-GATEWAYS-EZIDEBIT-GUIDE

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1.0

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Recurring Donation

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FA-RD-GUIDE

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2.0

Files

The Config Guides will be publicly available in the Posimente Confluence site from late May.

General Fundraising Guides

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nameReconciliation Guide.pdf

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nameGlossary_And_Concepts.pdf

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nameBatch_Donation_Processing.pdf

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nameReports_And_Dashboards.pdf

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name

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Auxiliary_

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Data_

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Entry_

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Functions.

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pdf

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name

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Campaign_Management.pdf

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name

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Bulk_

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Data_

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Import_

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Guide.

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pdf

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nameMajor_Gifts_

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And_Bequests

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.

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pdf

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name

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Quick Donate Guide.pdf

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name

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Receipting April 2020 Version 1.1.pdf

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name

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Contact_

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And_

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Account_Maintenance.pdf

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name

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Recurring_Donations.pdf

Salesforce Related Guides

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name

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Salesforce_

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Mobile_App.pdf

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name

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Salesforce_

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with_

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Microsoft_

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Outlook-

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August 2020

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Release.docx

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name

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Salesforce_Basics.pdf

Payment Gateway Guides

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name

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Stripe Payment Gateway Guide.pdf

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name

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NAB Payment Gateway Guide.pdf

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name

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Payway_

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Payment_Gateway.pdf

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name

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eWay_Payment_Gateway.pdf

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name

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SecurePay_

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Payment_Gateway.pdf

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nameBPOINT_Payment_Gateway.pdf

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name

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EziDebit_

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Payment_

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Attachments

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Gateway_Guide.pdf

View file
namePaydock_Payment_Gateway.pdf

Download

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