Financial Management - Accounts
My Gift Aid Claim is not automatically being sent
If your Gift Aid Claim is not being automatically sent each month, it may be because the Submit Gift Aid Claims to HMRC setting is switched to No. If you set this to Yes, then you will be able to submit the pending claim in the Ready to Claim t...
Gift Aid - Getting Started
To get started claiming Gift Aid with Donorfy you need to register with HMRC to use 'Charities Online' - see this page for more information. Once you have registered HMRC will provide you with a sender id and password in Donorfy go to Financial > ...
How is a Gift Aid Claim compiled and submitted? Eligibility explained.
Every night Donorfy will update your active Gift Aid claim - eligible Transactions are automatically added to the active claim. Eligibility For this to happen, the following conditions must always be satisfied: The Constituent must have an active...
Checking Gift Aid Sign On Details
If you have completed your gift aid settings - using the Settings tab under Financial | Gift Aid - you can check your sign on details are valid by clicking on the Test Sign On button You also need 'Charities Online' added to your HMRC account...
Preventing Gift Aid Claims against certain products or payment methods
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
Reversing a Gift Aid
If you have reclaimed tax against a donation and later need to reverse the claim against that donation you should open the Gift Aid claims area under Financial > Gift Aid > Previous Claims Find the donation/s in your previous claim and the constit...
This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing Donorfy features the ability to export financial information so that it can be uploaded to your orgainisation's financial reporting software, such as Sage. ...
Undo an Accounts Download
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...
Xero bank reconciliation integration overview
NOTE: this feature is only available in the Professional plan. If using the Essentials plan please contact us for information about upgrading. The Xero bank reconciliation integration helps you reconcile the amounts held in Donorfy with the amo...
Connecting Donorfy to Xero
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: Click on Connect to Xero and enter your Xero credentials. That's it - you ...
Xero Defaults and Mappings
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...
Sending Transactions to Xero for reconciliation
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 ne...
Xero app FAQs
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...