Financial Accounting
Downloading financial data for entry to your financial accounting software system.
By Cristina1 author28 articles
Gift Aid
How to complete a Gift Aid claim from within Donorfy
- Submit a Gift Aid ClaimLearn how Gift Aid claims are created, reviewed, submitted, and tracked in Donorfy.
- Correct Errors in Gift Aid ClaimsLearn how to identify and correct donation errors that prevent Gift Aid claims from being submitted to HMRC.
- Move an Active Claim to Ready to ClaimLearn how to manually move your current Active Gift Aid Claim into the Ready to Claim tab for early submission.
- Move Donations from Ready to Claim to Active Claim in BulkLearn how to move all donations from the Ready to Claim tab back into the Active Claim tab.
- View or Download a Gift Aid ClaimLearn how to access and download previously submitted Gift Aid claims in Donorfy.
- Reverse Gift Aid Claimed for a TransactionLearn how to undo Gift Aid previously claimed on a donation and ensure HMRC receives the correct adjustment.
- Claim Gift Aid Using the Small Donations Scheme (SDS)Learn how to identify eligible donations and submit a Small Donations Scheme (SDS) claim through Donorfy.
- Reset Excluded From Gift Aid on a DonationLearn how to remove the permanent Gift Aid exclusion from a transaction so it can be considered in future Gift Aid claims.
- Gift Aid Claim Not Automatically SendingLearn why your Gift Aid Claim may not be submitting automatically and how to resolve the issue.
- HMRC Rejected a Claim: Authentication FailureLearn why HMRC may reject your claim due to authentication issues and how to resolve them.
- HMRC Rejected a Claim: How to Find the ReasonLearn how to identify why HMRC rejected your Gift Aid claim and what steps to take to correct the issue.
- Gift Aid claim status shows as Claimed, but HMRC has rejected itLearn what to do when Donorfy shows a Gift Aid claim as Claimed, but HMRC has rejected it outside of the normal gateway process.
- How a Gift Aid Claim Is Compiled: Transaction Eligibility ExplainedLearn how Donorfy determines whether a transaction is eligible for Gift Aid and how the Active Claim is updated each night.
- Preventing Gift Aid Claims against certain products or payment methodsLearn how to handle products/payments that cannot be tax reclaimed.
- Report on Gift Aid in DonorfyUnderstand how to report on Gift Aid by claim, Lists, and Dashboards.
- Why a Donation Does Not Appear on a Gift Aid ClaimLearn about every condition that must be satisfied for a donation to be included in a Gift Aid submission.
- Check Your Gift Aid Sign-On DetailsLearn how to verify that your HMRC sign-on details are valid for submitting Gift Aid claims.
- Gift Aid: FAQSAnswers to some of the most commonly asked questions about the Gift Aid claims process.
- Gift Aid: Overview and set upHow to set up Gift Aid in Donorfy, understand eligibility rules, manage declarations, submit claims to HMRC (including Small Donations Scheme), and troubleshoot errors.
Accounts
Extract financial information for the Finance Team.
- Accounts DownloadExport financial information so you can upload it to your organisation's financial reporting software.
- Reset Accounts Download When a Previous Period's File Has Been DeletedLearn how to reset the Accounts Download process when a previously generated download file has been deleted.
- Reconcile Stripe with DonorfyLearn how to match Stripe transactions to Donorfy records for accurate reconciliation.
- Undo an Accounts DownloadAllow previously downloaded transactions to be included again in a new accounts download.
Xero
Connecting Xero with Donorfy makes reconciling fundraising income with the bank a breeze.
- Xero bank reconciliation integration overviewLearn how Donorfy’s Xero integration supports accurate reconciliation between donations recorded in Donorfy and the amounts received in your bank account.
- Connect Donorfy to XeroLink Donorfy with Xero to enable financial data integration and streamlined accounting workflows.
- Xero Defaults and MappingsControl how Donorfy data is sent to Xero using defaults and detailed mapping rules.
- Send Transactions to Xero for ReconciliationSend eligible transactions from Donorfy to Xero so they can be reconciled against banked income.
- Xero app FAQsAnswers to common questions about how the Donorfy–Xero integration works.