Financial Accounting
Downloading financial data for entry to your financial accounting software system.
By Cristiana1 author28 articles
Gift Aid
How to complete a Gift Aid claim from within Donorfy
Submit a Gift Aid Claim
Correct Errors in Gift Aid Claims
Move an Active Claim to Ready to Claim
Move Donations from Ready to Claim to Active Claim in Bulk
View or Download a Gift Aid Claim
Reverse Gift Aid Claimed for a Transaction
Claim Gift Aid Using the Small Donations Scheme (SDS)
Reset Excluded From Gift Aid on a Donation
Gift Aid Claim Not Automatically Sending
HMRC Rejected a Claim: Authentication Failure
HMRC Rejected a Claim: How to Find the Reason
Gift Aid claim status shows as Claimed, but HMRC has rejected it
How a Gift Aid Claim Is Compiled: Transaction Eligibility Explained
Preventing Gift Aid Claims against certain products or payment methods
Report on Gift Aid in Donorfy
Why a Donation Does Not Appear on a Gift Aid Claim
Check Your Gift Aid Sign-On Details
Gift Aid: FAQS
Gift Aid: Overview and set up
Accounts
Extract financial information for the Finance Team.
Accounts Download
Reset Accounts Download When a Previous Period's File Has Been Deleted
Reconcile Stripe with Donorfy
Undo an Accounts Download
Xero
Connecting Xero with Donorfy makes reconciling fundraising income with the bank a breeze.
Xero bank reconciliation integration overview
Connect Donorfy to Xero
Xero Defaults and Mappings
Send Transactions to Xero for Reconciliation
Xero app FAQs