Financial Accounting
Downloading financial data for entry to your financial accounting software system, such as Sage, Quickbooks and Xero. And how to compile and send Gift aid claims automatically from within Donorfy.
Gift Aid
How to complete a Gift Aid claim from within Donorfy. This feature is only available on a Professional Plan.
Gift Aid - Overview and set up
How is a Gift Aid Claim compiled? Transaction eligibility explained.
Preventing Gift Aid Claims against certain products or payment methods
Correcting Errors in Gift Aid Claims
Submitting a Gift Aid Claim
Moving an Active Claim to Ready to Claim
Moving Donations from the Ready to Claim tab to the Active Claim tab in bulk
Viewing or Downloading a Gift Aid Claim
Reversing/undoing Gift Aid claimed for a transaction
Gift Aid Small Donations Scheme
Gift Aid – Reporting
How to reset Excluded From Gift Aid on a Donation
Gift Aid - Frequently Asked Questions
My Gift Aid Claim is not automatically being sent
Checking Gift Aid Sign On Details
Why doesn't a donation appear on my Gift Aid claim?
HMRC rejected a claim - Authentication Failure
HMRC rejected a claim - Finding the reason
Gift Aid claim status shows as Claimed, but HMRC has rejected it
Accounts
Extracting financial information for the Finance Team. This is a Professional Plan feature.
Reset Accounts Download where a Previous Period's Download has been Deleted
Accounts Download
Undo an Accounts Download
Reconciling Stripe to Donorfy
Xero
Connecting Xero with Donorfy makes reconciling fundraising income with the bank a breeze. Accurately coded income items arrive from Donorfy straight into Xero. The Xero accounts integration is a Professional Plan feature only.
Xero bank reconciliation integration overview
Connecting Donorfy to Xero
Xero Defaults and Mappings
Sending Transactions to Xero for reconciliation
Xero app FAQs