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Recurring entries not carried across to Gift aid record.

howarddrake
asked this on June 19, 2011 11:54

2 gift aided recurring entries due 3 Jan 2011 passed through our bank statement on 31 Dec 2010 and were posted on that day to reconcile the bank account. they appear on the OPAS bank statement on 31 dec  with the narrative "single payment to correct date error Jan..." and have not been recorded as donations on the G A side of OPAS. How can I get them recorded so that I can complete the annual tax claim. Howard drake, Holy Trinity RC  Sutton Coldfield, home phone 0121 323 4205.
 

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ChrisMollan
3rd Sector Digital Ltd
Ajax_loader_small Answer

Hi Howard,

I have looked and fixed the problem.  I think part of the problem was that when creating the single recurring entry record you selected 'receipt' rather than 'gift aid donation'.  Therefore, the ga system did not pick it up correctly.

However, these donations are showing now.

Regards

Chris

June 20, 2011 09:02
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howarddrake

Brilliant! many thanks, Howard.

June 22, 2011 09:07
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paulinemclaughlin

HI again

 

MUST the financial manager  enter all gift aid standing orders as recurring entries.  Can she not enter a total of standing orders  at the bank for a month, tick the gift aid box, and that filters through to the gift aid module for the gif aid manager to allocate?  It wouyld seem a wastte of time for both the financial manager and the gift aid manager to enter them.

 

Pauline Mclaughlin, Yelverton

July 14, 2011 22:30
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howarddrake

All our S O's pass through a No. 2 bank account set up solely for that purpose, reconciled monthly by the G A "clerk". The monthly total is swept accross to the main account and the treasurer has only one figure to deal with, as you suggest. You have to watch out for the quarterly interest item.

July 15, 2011 08:26
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ChrisMollan
3rd Sector Digital Ltd

Don't forget that you do not actually have to physically do anything in the gift aid manager once the standing order is set up for the first time.  The GA manager will automatically allocate and approve all donations set up via financial manager automatically.

However, Standing Orders would nee to be set up individually in the first place

Regards

Chris

July 15, 2011 09:51
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