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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_

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And_Concepts.pdf

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Batch_

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Donation_Processing.pdf

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Reports_

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And_Dashboards.pdf

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nameAuxiliary_Data_Entry_Functions

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nameCampaign_Management.pdf

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nameBulk_Data_Import_Guide.pdf

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nameMajor_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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Contact_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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nameSalesforce_Basics.pdf

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Payment Gateway

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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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Version Register

Document

Document ID

Current Version

Campaign Management

1.1

Receipting

1.1

Ezidebit Payment Gateway

FA-EZIDEBIT PAYMENT GATEWAY-USER GUIDE

1.0

Recurring Donation

FA-RECURRNG DONATIONS-USER GUIDE

2.0

BPOINT Payment Gateway

FA-BPOINT PAYMENT GATEWAY-USER GUIDE

2.0

SecurePay Payment Gateway

FA-SECUREPAY PAYMENT GATEWAY-USER GUIDE

2.0

eWay Payment Gateway

FA-EWAY PAYMENT GATEWAY-USER GUIDE

2.0

PayWay Payment Gateway

FA-PAYWAY PAYMENT GATEWAY-USER GUIDE

2.0

NAB Payment Gateway

FA-NAB PAYMENT GATEWAY-USER GUIDE

2.0

Stripe Payment Gateway

FA-STRIPE PAYMENT GATEWAY-USER GUIDE

2.1

Paydock Payment Gateway

FA-PAYDOCK PAYMENT GATEWAY-USER GUIDE

2.0

Bulk Data Import

FA-BDE-GUIDE

3.0

Contact And Account Maintenance

FA-CONTACT AND ACCOUNT MAINTENANCE-USER GUIDE

2.0

Payment Processing For Fundraising Systems

FA-PAYMENT PROCESSING-USER GUIDE

2.0

eWay_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

7/3/2022

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Uploaded Version 2.0

Uploaded 2.1 with new information on 3D Secure Payments

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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

23/06/2022

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Deleted 2020 Version, Upload Version 2.0

Deleted Version 2.0, Upload Version 3.0

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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

SecurePay_Payment_Gateway.pdf

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nameBPOINT_Payment_Gateway.pdf

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nameEziDebit_Payment_Gateway_Guide.pdf

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namePaydock_Payment_Gateway.pdf

Download

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