This reference is a post-training guide on Gnosis Contribution Entry.
Support Resources
- Gift Processing - Getting Started
- Managing Tribute Donations
- Soft Credits and Gift Attribution
- All Gift Management Support Articles
Staff Tasks
- Hide Unwanted income class list values (Account, Campaign, Contribution Source, Solicitation Code) from the daily picklist.
- See video for accessing Reference Data.
- For each necessary list value, check the box on the right side to Hide from Picklist.
- Add any new list values needed now (see Reference data video linked above).
- Enter backlog of gifts received since the data cut-off date.
- Review batch reports from Transaction Batch Mgmt screen to see all gifts entered.
- Discuss as a staff how you want to manage batch entry in terms of gift type separation and batch closing schedule.
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