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Why is a standing order transaction showing as an envelope donation?
s-hayman
asked this on May 10, 2011 10:14
Hi Chris
Barclays transaction dated 4/8/2010 for YM XXXXX is showing as an envelope donation when it is a standing order.
Please can you fix.
Ta.
Sarah
| 04/08/2010 | Ampleforth | ENV | XXXXX Y M |
| 04/08/2010 | Ampleforth | ENV | XXXXXY M |
Comments
Hi Sarah,
Looks like these transactions were entered as bank receipts separately. The standing order that you refer was set up to start in September. I would just allocate them as envelopes as it's easier.
Chris
p.s i've amended your post to take out the name as this is a public forum
Oops,thank you sorry about that.
Hi Chris
The standing order was set up to start in September 2009 not 2010.
Sarah
The two transactions you referred to above were added to the system on 15-10-2010 which means they were added manually. Therefore, it appears that the original standing order payments were removed/deleted from the system.
Therefore, the system does not know that these are SO's relating to a SO already set up, and thus the system has added them in as an envelope.
The only alteration I recall making was to make them Gift Aid payments wef April 2010.
I don't think I deleted anything. Perhaps I had to add them manually because the SO had not appeared when I came to reconciling the bank.
Are you not able to correct them to recurring payments?