Finance
Guidance for managing gift aid claims, payments and pledges.
By Cristiana1 author15 articles
Gift Aid Claim
Set up gift aid claims and troubleshoot issues.
Make a Gift Aid ClaimFollow 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…
View validation errors on a Gift Aid ClaimThis article explains where to find Gift Aid validation errors when a claim won’t send to HMRC.
Payments
View, amend or reverse payments.
Reverse or amend a paymentFollow these steps to delete a reversal batch.
Load due membership payments to a BatchThis article provides guidance on batch-loading membership payments.
Delete a batchFollow these steps to reverse or delete a batch that has been added by mistake.
How are soft credit payments created?This article explains the different ways a payment can be soft credited.
Switch the tax claimable status of an approved paymentFollow these steps to change the tax status on approved payments if this has been marked incorrectly.
Modify a destination code to a paymentFollow these steps to change the destination code of a payment.
Pledges missing from due paymentsFollow these steps if new direct debit pledges have been set up but they don't pull through to the 'Load due payments' list.
BACS file missing paymentsThis article explains why payments may be missing from a BACS file and how manually entered payments can affect Direct Debit information generation.
Admin
How to guides on admin actions such as setting up source and destination codes and financial periods.
Request a BackupRequesting an export of a full data backup of our Access Charity CRM database in a .bak. File type.
Add Source and Destination CodesThis article explains how to add Source and Destination Codes, change the default source code and record income from segments of a mailing.
Quick Search returns no resultsFollow these steps if you are searching for a person you know is on the database and can't find them.
Pledges
Track and manage pledges in the system.
Pledge StatusesThis article explains how pledge statuses change.
Change the source or destination code against a pledgeThis articl explains how funds can be moved from one source code to another and how to change a pledge source or destination code via Global Update.