Finance
Guidance for managing gift aid claims, payments and pledges.
By Cristiana1 author50 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.
- Return over-claimed Gift Aid amounts to HMRCFollow these steps to reverse a Gift Aid claim.
- Gift Aid claim adjustmentsAdjustments within a Gift Aid claim are needed when the total value of a donation results in the generated Gift Aid payment is rounding its data.
- Update your HMRC online credentialsFollow these steps to update your HMRC online credentials.
- Gift Aid claim validation on declarationsThis article provides a list of checks the system makes when you submit a Gift Aid claim.
- Claim Gift Aid on sponsorship
- Locate missed Gift Aid paymentsThis article explains how to report on donation payments that may have been incorrectly excluded from a Gift Aid claim for review.
- Contact with Gift Aid has changed addressManage Gift Aid declarations when a contact changes their address.
- Exclude specific records from a gift aid claimChoose which contacts, groups, or saved searches to exclude from your gift aid claim before submitting it.
- Gift Aid addressesFollow these steps to run a report of the GAD addresses that are different from the donor's address.
- Export donations included in a Gift Aid claimFollow these steps to export a list of donations that were included in a Gift Aid claim.
- View the Gift Aid claim for a paymentFind out which Gift Aid claim included a specific payment for a contact, and see related claim details.
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.
- Payfile not matchingFollow these steps if you are uploading a payfile and it is not matching against to correct pledge or membership.
- New direct debits not loading into batchThis article contains a list of areas to check if your direct debits aren't loading into a batch.
- Load pledge instalments into a batchIt's possible to pay off a pledge instalment when importing payments through the simple upload by following these steps.
- Error: 'All direct debits must have a status of accepted'Follow these steps if you are receiving the message 'All direct debits must have a status of accepted'.
- Custom payment type valuesThis article explains how to create new payment types and configure their settings for use when adding payments.
- Add soft credit payments to an approved batchYou can apply soft credits to individual payments even when the batch has already been approved.
- Load a BACS rejections file to a batchLearn how to upload a BACS rejections file and update payment records in your CRM batch after your bank returns rejected transactions.
- Change the payment date of an unapproved batchFollow these steps to change the payment date of a batch that is in work.
- Recreate an acknowledgement mailing for a batchCreate a new acknowledgement mailing if the original was sent incorrectly, by deleting the previous mailing first.
- Unable to see a payment entered through simple uploadFind out what to do if you have entered payments via simple upload but you are unable to see them in Access Charity CRM.
- Create a new batch and paymentEnter a new payment into Access Charity CRM by creating or using an existing unapproved batch in the system.
- Matched Giving paymentsUnderstand the differences between Matched Giving versions and how to record matched giving payments based on your setup.
- More payments in report than batchThis article explains why there are more payments in the payment report than in the batch and how to resolve this.
- Remove redundant source and destination codesPrevent outdated source or destination codes from appearing in drop-down lists by removing them individually or in bulk.
- Approve a payment batchComplete the final step in the payment process by approving a payment batch and making it final.
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.
- Change the financial yearSet your organisation’s financial year end date and make a back claim for Gift Aid.
- Link financial codes togetherLink financial codes in your system to track related transactions, connect destination codes with account ledgers, and associate source codes with donations made in honour of someone.
- Set up financial periodsThis article explains how to set up financial periods.
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.
- Write off a pledgeFollow these steps to write off a pledge and reinstate a line on a written off pledge.
- Reopen a closed pledgeThis article explains how to reopen a closed pledge by updating or removing its end date, allowing it to become active again and automatically generate future instalments.
- Close an irregular pledgeHandle irregular pledges in Access Charity CRM when there is no expiry date to close them.
- Create a pledgeRecord pledges from donors, including direct debits, matched giving, and split distributions.
- Transaction ref for direct debits calculationLearn how your transaction reference number for direct debit instructions is created and why it’s important not to change it.
- Mark a pledge instalment as on holdPause an unpaid pledge instalment in Access Charity CRM so it is not expected in future processes.