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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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Glossary_And_

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Concepts.

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Batch_Donation_

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Processing.

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nameReports_

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And_Dashboards

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Auxiliary_

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Data_

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Entry_Functions.pdf

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Campaign_Management.pdf

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Bulk_Data_

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Import_Guide.pdf

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Major_Gifts_And_Bequests.pdf

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Quick Donate Guide.pdf

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Receipting April 2020 Version 1.1.pdf

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nameContact_And_Account_Maintenance.pdf

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Recurring_Donations.pdf

Salesforce Related Guides

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Salesforce_Mobile_App.pdf

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Salesforce_with_Microsoft_Outlook- August 2020 Release.docx

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Salesforce_Basics.pdf

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Payment Gateway Guides

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Stripe Payment Gateway Guide.pdf

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NAB Payment Gateway Guide.pdf

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Payway_Payment_Gateway.pdf

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eWay_Payment_Gateway.pdf

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SecurePay_Payment_Gateway.pdf

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BPOINT_

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Payment_Gateway.pdf

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EziDebit_Payment_Gateway_Guide.pdf

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Paydock_

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Payment_Gateway.pdf

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Change Log

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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 Payment Gateway

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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

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BPOINT Payment Gateway

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06/10/2021

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Uploaded Version 2.0

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SecurePay Payment Gateway

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07/10/2021

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Uploaded Version 2.0

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eWay Payment Gateway

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08/10/2021

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Uploaded Version 2.0

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PayWay Payment Gateway

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14/10/2021

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Uploaded Version 2.0

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NAB Payment Gateway

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18/10/2021

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Uploaded Version 2.0

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Stripe Payment Gateway

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18/10/2021

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Uploaded Version 2.0

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Paydock Payment Gateway

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25/10/2021

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Uploaded Version 2.0

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Bulk Data Import

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12/11/2021

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Deleted 2020 Version, Upload Version 2.0

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Contact And Account Maintenance

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14/12/2021

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Deleted 2020 Version, Uploaded Version 2.0

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Payment Processing For Fundraising Systems

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31/01/2022

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Deleted 2020 Version, 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 Payment Gateway

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FA-EZIDEBIT PAYMENT GATEWAY-USER GUIDE

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1.0

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Recurring Donation

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FA-RECURRNG DONATIONS-USER GUIDE

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2.0

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BPOINT Payment Gateway

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FA-BPOINT PAYMENT GATEWAY-USER GUIDE

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2.0

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SecurePay Payment Gateway

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FA-SECUREPAY PAYMENT GATEWAY-USER GUIDE

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2.0

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eWay Payment Gateway

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FA-EWAY PAYMENT GATEWAY-USER GUIDE

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2.0

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PayWay Payment Gateway

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FA-PAYWAY PAYMENT GATEWAY-USER GUIDE

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2.0

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NAB Payment Gateway

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FA-NAB PAYMENT GATEWAY-USER GUIDE

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2.0

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Stripe Payment Gateway

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FA-STRIPE PAYMENT GATEWAY-USER GUIDE

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2.0

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Paydock Payment Gateway

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FA-PAYDOCK PAYMENT GATEWAY-USER GUIDE

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2.0

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Bulk Data Import

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FA-BDE-GUIDE

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2.0

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Contact And Account Maintenance

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FA-CONTACT AND ACCOUNT MAINTENANCE-USER GUIDE

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2.0

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Payment Processing For Fundraising Systems

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FA-PAYMENT PROCESSING-USER GUIDE

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