Daily Operations Guide

 

You will find many functions within your Giving Administration Portal beyond setup. The below documents will assist in activities such as managing your donors, reconciling gifts to bank deposits, creating forms for registrations or events, and much more.

 

This Section Includes:

•Reports

•Billing Reports

•Donors

•Forms

•ChMS Sync Error Resolution

•Batch Reconcile

•Invoices

•Mobile Options

•Kiosk

•Data Export

•Accessing the Giving Portal as a Donor

•Set Up Recurring Giving

•Using Text Giving

•Virtual Terminal