Can Sumac ledgerize old donations that already exist in Sumac, or does it only add new donations to the Ledger?
No, Sumac only creates Ledger Entries for new and updated records.
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When importing donations, does Sumac add them to my Ledger Entries?
Yes, if you already have Ledger Entries set up, records being imported are added to the ledger in accordance with the Ledger Entry preferences you have set up in your database.How to create a new Donation Record
To manually add donations to Sumac, you can either use Add to Contact from the Contact list, or you can use the Donations list. From the Contacts list To add a donation to a Contact from the Contacts list, select the donor and click Add To Contact. ...Importing Donations
If you have donation data in different places – spreadsheets, or perhaps other databases, importing allows you to gather it all together in your Sumac database. Only certain users have permissions to import data into a Sumac database. If you are ...How to add a New Member
Every member of your organization must be a contact in your database before you can record their membership information. In this scenario, Brian Medley would like to purchase a membership. First search your Contact List to see if Brian is already a ...Can a user select a bunch of donation records and ledgerize them in bulk?
No, ledgerizing happens one record at a time as the records are entered into the database.
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