In the Setup
tab of the Settings
section, we are able to choose which month our year end is by selecting the relevant month from the drop down.
We can turn the, Allow donors to cover their own fees
toggle switch, on if we decide the Donor will have the choice to increase their donation, to cover their fees.
Next, we can add a logo for the iKnow Giving App
, on a mobile phone. We need to click the Upload
button, and then select the logo from our hard drive. Click Open, to apply the logo. We can always replace the logo, by clicking the Replace
button.
Then we need to confirm that we have verified the charity, through Benevity, if we are going to use the iKnow Giving App
on an Apple device.
We can also add, edit and remove payment sources.
A new Source
can be added by clicking the Add Source
button, giving the Source
a name and clicking the Save
button. Sources can be added to donations, when they are added using the Record Donation
button or when a bank statement is imported.
We can edit an existing Source
by clicking the orange pencil icon, or delete a Source
by clicking the red dustbin icon.