Development/Accounting Training

Introduction

This article will get you started with the basics of Gnosis and familiarize you with the development and accounting aspects of the system.  It is designed for a development assistant, bookkeeper, and other staff that manage gift entry and donor records in the system.

Getting Familiar with Gnosis

First, if you have not familiarized yourself with the basics of the Gnosis system, you should start with the 30-minute video (first item below) that covers the basics of the system.  Once you have completed this video, move on to reviewing the remainder of the articles in this section. The list below directly applies to your training as a Development Associate/Bookkeeper using Gnosis:

• Getting Started with Gnosis (30-minute video)
• Person & Organization Tabs Layout
• Household Basics - Primary Household, Name and Salutation, Head of Household, Preferred Name
• Record Linking (Households, Relationships, Organizations)
• Searching For Person & Organization Profiles
• Deleting, Erasing & Merging
• Merging Duplicate Organization Records
• Updating Gnosis Pro

Development/Accounting Basics

In addition to the basic Gnosis training, the following development-focused articles should then be reviewed:

• Gift Processing - Getting Started & Overview
• Subscriptions, Invoices, and Contributions Explained
• Recording Gifts from Organizations
• Tracking Gift Deductible and Non-Deductible Amounts
• Configuring Your Contributions Tab
• Contribution Types – Individual/Household/Organization
• Managing Transaction Batches
• Online Donations - Duplicates & Existing Donor Matching
• Managing Tribute Donations
• Soft Credits & Gift Attribution