Table of Contents

This reference is a post-training guide on Gnosis Contribution Entry.

Support Resources

Staff Tasks

  1. 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.
    • HideFromPicklist.jpg
  2. Add any new list values needed now (see Reference data video linked above).
  3. Enter backlog of gifts received since the data cut-off date.
  4. Review batch reports from Transaction Batch Mgmt screen to see all gifts entered.
  5. 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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