Navigation:  Charities > Dashboard > Donations > Overview


In the Charities Donation Overview section, you can see a breakdown for the following options:

  • Donation funds

  • Donations

  • Donors

  • Donations in Kind

  • Donation Flow



You can also filter the information by date and by donation fund.



Navigation:  Charities > Dashboard > Donations > Donations


In the Charities Donation section, you can add donations by populating the relevant fields:

  • Donor Name

  • Donation Date

  • Deposited To

  • Fund Name

  • Income Account

  • Donation Amount

  • Sponsored Event

  • Activity 




You can also add attachments and create notes. 







Navigation:  Charities > Dashboard > Donations > Recurring Donations


In the Charities Recurring Donation section, you can add recurring donations by populating the relevant fields:

  • Donor Name

  • Donation Date

  • Deposited To

  • Fund Name

  • Income Account

  • Donation Amount

  • Sponsored Event

  • Activity 

  • Schedule Details (Due date, repeat bill, create first bill)




You can also add attachments and create notes. 



Navigation:  Charities > Dashboard > Donations > Donations in Kind


In the Charities Donations in Kind section, you can add donations in kind by populating the relevant fields:

  • Donor Name

  • Donation Date

  • Donation Type

  • Fund Name

  • Credit Account

  • Debit Account

  • Donation Amount

  • Sponsored Event

  • Activity 



You can also add attachments and create notes. 





Navigation:  Charities > Dashboard > Donations > Donation Coding


In the Charities Donation Coding section, you can add bulk donations by populating the relevant fields:

  • Donation Date

  • Fund Name

  • Sponsored Event

  • Activity




Bulk Donation Details:

  • Donor Name

  • Deposit To

  • Income Account

  • Note

  • Amount




Navigation:  Charities > Dashboard > Donations > Gift Aid Claims Submission to HMRC


In the Charities Gift Aid Claims Submission to HMRC section, you can submit claims to HMRC by populating the relevant fields:

  • Start Date 

  • End Date

  • Upload files to make a submission




Navigation:  Charities > Dashboard > Donations > Gift Aid Setting


In the Charities Gift Aid Setting section, you can authorise official for the gift aid by populating the relevant fields:

  • First Name

  • Last Name

  • Charity ID

  • Charity Commission Reference

  • Phone Number

  • Postcode

  • Regulator