Isidore Offering (IO)
IO Navigation
IO Batches
- IO Batches - Bulk Process: How to bulk process batches from open status to flagged for review
- IO Batches - Bulk Process: How to bulk-process batches from review to close
- IO Batches - Contribution Postings: How to change the contribution date or the fund of a contribution posting in an open batch
- IO Batches - Contribution Postings: How to change the donor and/or the amount in a contribution posting of an open batch
- IO Batches - Contribution Postings: How to delete a contribution that was posted through a batch
IO Contributions
- IO Contributions - Add: How to add contributions outside a batch
- IO Contributions - Delete: How to bulk-delete a group of contributions that were not posted through a batch
- IO Contributions - Delete: How to delete a contribution that was not posted through a batch
- IO Contributions - Edit: How to bulk-edit a group of contributions that were not entered through a batch
- IO Contributions - Edit: How to edit a contribution that was not entered through a batch
IO Funds
- IO Funds - Add: How to add funds
- IO Funds - Edit: How to add a pledge requirement to a fund
- IO Funds - Edit: How to remove a pledge requirement from a fund
- IO Funds - Export: How to export a list of your funds
- IO Funds - Permissions: How to manage fund permissions by fund
IO Pledges
- IO Pledges - Add: How to add pledges outside of a batch
- IO Pledges - Adjustments: How to adjust a pledge amount
- IO Pledges - Adjustments: How to delete a pledge adjustment
- IO Pledges - Edit: How to edit a pledge
- IO Pledges - End Date: How to assign an end date to a batch of pledges through the Add Pledge End Date button
IO Reports
- IO Reports - Analysis Reports: How to run a Contribution History by Donor Report
- IO Reports - Analysis Reports: How to run a Contribution Summary by Donor Report
- IO Reports - Analysis Reports: How to run a Contribution Summary by Fund Report
- IO Reports - Analysis Reports: How to run a Dollar Range Report
- IO Reports - Analysis Reports: How to run a Revenue Projection Report
IO Settings and Imports
- IO Contributions - Import: How to format a file for importing contributions
- IO Settings - Administration: How to configure Batch Management Options
- IO Settings - Imports: How to configure your offering options for importing contributions for either envelope number or diocesan ID
- IO Settings - Postings: How to configure the Batch Management Settings to require batches for postings or to remove that requirement