Financial Management - Accounts: accounting software systems / Gift Aid claim processes
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 - Overview and set up
UK-based charities are able to claim an additional 20% on each eligible donation to your charity. So that £10 donation in effect becomes £12.50! Donorfy’s automated processes dispenses with the manual claim schedules from the HMRC, making it the c...
How is a Gift Aid Claim compiled? Transaction eligibility explained.
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...
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
Correcting Errors in Gift Aid Claims
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...
Submitting a Gift Aid Claim
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. An email is sent to the system administrator(s) with...
Moving an Active Claim to Ready to Claim
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...
Reset Accounts Download where a Previous Period's Download has been Deleted
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...
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 organisation's financial reporting software, such as: T...
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...
Reconciling Stripe to Donorfy
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...
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...