UK charities can claim an additional 25% on each donation eligible for gift aid. So that £10 donation becomes £12.50! Donorfy makes claiming Gift Aid easy. Our integration to HMRC automates the Gift Aid submission process. Donorfy checks for only ...

Whilst it would be brilliant if all of the transactions paid on to your system were eligible for Gift Aid, sadly they are not, and the HMRC does have some specific guidance in place to determine which transactions are eligible and those that are n...

If you have a product or payment method that you are not allowed to reclaim tax against you should Find the product or payment method in Settings  Make sure Potentially Gift-able is set to No - as shown below

If a donation cannot be claimed against it will have a reclaim status of Error and be excluded from the claim. To find out what the error is use the column selector button - highlighted in yellow below - to include the ErrorDetails column - as sho...

How is the Claim Submitted? At the end of the month, the Active Claim is automatically closed and is transferred to the Ready to Claim tab - a new Active Claim is then started for the new month. Where your Donorfy contains active Gift Aid settings...

The feature is automated - so generally you do not need to do anything, however, if you would like to move the current Active Claim amount to the Ready to Claim tab in order to then perform a manual submission, all you need to do is: From Financia...

If an Accounts Download file has been deleted from the Accounts Download area and therefore the date period can no longer be run you can reset the process by using the update file template below.    You will first need to create a Transaction Paym...

Donorfy features the ability to export financial information so that it can be uploaded to your organisation's financial reporting software, such as:   Transaction List A standard Excel spreadsheet that can be used for adding data to a variet...

When you create an accounts download file Donorfy flags the transactions which have been included in the file so they are not downloaded again. However, there may be situations when you want to allow the transactions to be downloaded again in a ne...

If you are collecting payments via Stripe using an online transactional form (Campaign Donation Page, Donorfy Donation Form, or Web Widget) and would like to be able to reconcile these transactions between Stripe and Donorfy, this article provides...

The Xero bank reconciliation integration helps you reconcile the amounts held in Donorfy with the amounts in your bank. When a donation is made a Transaction is created in Donorfy - eg a cheque (so the transaction is manually entered into Donorf...

Connecting to Xero is quick and easy, just follow the steps in this guide. To connect your Donorfy to your Xero, you will need Admin-level access in Donorfy, and a login to your Xero account. Go to Settings > Configuration and find Xero Settings: ...

Admins can set Defaults and Mappings in Settings | Configure | Xero Settings. You must have first connected Donorfy to your Xero account - see this article. Mappings allow you to control how your analysis codes in Donorfy are mapped to their equiv...

You can send your Donorfy financial Transactions to Xero for reconciliation with what appears in your bank account. You must first have connected and configured this feature - please see this article.   To prepare to send Transactions to Xero you ...

How do I disconnect from Xero? To disconnect from Xero you need to go to Settings | Configuration | Xero Settings, click on the Xero Connect tab and then click on the Disconnect from Xero button. Disconnecting will mean you can no longer send Rec...