Finance
Guidance for managing gift aid claims, payments and pledges.
By Cristiana1 author37 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.
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.
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.
- 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.