General
Main features explained about donations and payments.
Gifts in Memory and Gifts in CelebrationLearn how to record Gifts in Memory and Gifts in Celebration by connecting donations to the relevant person or tribute fund.
Gifts in KindLearn how to record Gifts in Kind.
Payments and AllocationsLearn what a Transaction is made of and what criteria is required for it to work.
Using Donorfy with Multiple CurrenciesLearn how to collect and record transactions in multiple currencies, convert them into your home currency, and report on them accurately across your system.
Campaigns, Products and Funds explainedLearn about the three essential codes that define every transaction.
Transaction Data SummaryLearn what each transaction field represents so you can record donations accurately.
Transaction Entry DefaultsLearn how to set default values for new transactions to speed up manual entry.