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.
By Graham1 author28 articles
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.
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.