Access Charity CRM

Cristiana Ghinea

Guidance for managing gift aid claims, payments and pledges.

Finance

Follow these steps to claim or resubmit a gift aid, as well as resolving the issue of having a gift aid claim refused by HMRC because the person's details were…

Make a Gift Aid Claim

Set up gift aid claims and troubleshoot issues.

Gift Aid Claim

Reverse or amend a payment

Payments

This article explains how to add Source and Destination Codes, change the default source code and record income from segments of a mailing.

Add Source and Destination Codes

Requesting an export of a full data backup of our Access Charity CRM database in a .bak. File type.

Request a Backup

Follow these steps if you are searching for a person you know is on the database and can't find them.

Quick Search returns no results

How to guides on admin actions such as setting up source and destination codes and financial periods..

Admin

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