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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

Follow these steps to delete a reversal batch.

Reverse or amend a payment

Payments

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

Request a Backup

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

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

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

Admin

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