Separate reporting for Gift Aid income
It would be great to have a way to show income received from Gift Aid that is automatically applied to Donorfy (i.e. from HMRC claims and JustGiving) separately from the original donation that they correspond to.
This is because, each month I reconcile our income against our finance systems. What I am interested in here is the date we received the money, so for Gift Aid, I am interested in the date we were paid this, not the date of the original donation it connects to.
Currently on Donrofy, Gift Aid only appears as part of the original transaction; e.g. if the donation is made on 31st March 2019 but the Gift Aid is paid on 12th August 2019, the Gift Aid, once we’ve received it, only appears on the income report for March, when we actually received the money in August. This causes a discrepancy in our accounting.
Comments: 6
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11 Aug, '21
<Hidden>There is a relatively simple soluton to this should Donrofy implement it.
In the Gift Aid data that Donorfy pulls from Just Giving there is the the “Gift Aid Payment Reference” . if it were possible to search for the field in a list (just as you can with a number of other fields in the Just Giving data) this would solve all problems.
For example in a transaction list the "Payment Reference 1" field pertains to the "Donation Payment Reference" in Just Giving files and is searchable. -
22 Sep, '21
<Hidden>I agree with what has already been said above. In addition, my Finance team are not happy when i forward several spreadsheets to them to get the information they need, so consequently I am spending a lot of time manipulating various spreadsheets.
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22 Sep, '21
<Hidden> AdminIn the JustGiving integration, when Gift Aid payment details are processed and Gift Aid is recorded on existing transactions, the GiftAidStatusDetails for the transaction now includes the corresponding JustGiving payment reference.
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15 Feb, '22
<Hidden>The GiftAidStatusDetails field including the GA Payment Reference is great, but you can't report on it.
Please can the GiftAidStatusDetails field be added to the Transactions Lists, both as a Filter and a viewable Column. -
29 Mar, '22
<Hidden>Recording Gift Aid as separate transactions would be a really useful feature for reconciling accounts as mentioned above. For Just Giving (and other platforms) it would also be useful to be able to select and report on the processing fees as well as the GA Payment Reference to complete this process.
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10 May, '23
<Hidden>The Gift Aid Claim Report is useful but unfortunately doesn't show all the information that I need to be able to post against the correct codes in Sage. I need to be able to see which Campaign the donation relates to and the transaction reference. I was advised to use the AllTransactionsGiftAidClaimed report, which shows all the information I need but I can't pull out just the transactions that relate to each claim. I can't use this a lookup table for the Gift Aid Claim report as that report doesn't have a unique identifier, i.e. transaction reference number. This means having manually reconcile the 2 reports which is taking half a day per Gift Aid Claim - time I don't have to spare. I also can't report on a claim until the status changes from Submitted to Claimed as there is no AllTransactionsGiftAidSubmitted option, if there is a delay (which there has been recently) I then have several claims to process in one day. I find this quite frustrating and disappointing :-(