If a transaction was previously marked Excluded From Gift Aid but is now eligible, you can reset its status using the Donations Update file upload. This process updates the transaction so it can be included in new Gift Aid claims.
Reset the Gift Aid Exclusion
Download the Donation Update Data Preparation Template.
Open the template and remove all columns except:
Transaction Number.
Exclude from Gift Aid Claim.
Gift Aid Amount Claimed.
Potentially Gift Aid-able.
Complete the file as follows:
Enter the transaction numbers under Transaction Number.
Leave Exclude from Gift Aid Claim blank.
Leave Gift Aid Amount Claimed blank.
Under Potentially Gift Aid-able, enter Yes.
Save the file and upload it using the File Uploader.
Once processed, Donorfy will:
Locate the specified transactions.
Remove the block that excluded them from Gift Aid.
Clear any previously recorded Gift Aid amount.
Set Potentially Gift Aid-able to Yes, allowing them to be included in future claims.
⚠️Important:
The automated Gift Aid Claims process is available with Starter, Professional and Enterprise plans. Essential subscribers, please contact us to find out more about upgrading.