Financial Management
Processing donations, making gift aid claims, accounting for money
- Cancelling an RPI paid by GoCardless
- Reconciling Bank Statements to an EFT Batch
- Cancelling a Recurring Payment Instruction
- Exporting new RPIs for lodging with your EFT Institution
- Collecting & Reconciling Money paid by EFT
- Adding a new Recurring Payment Instruction (RPI)
- Sending Letters or Email for an RPI
- Setup a Collection Method for your EFT
- Handling your own EFT using Donorfy
- All Allocations must have a Fund Message
- Transactions Entered in Error
- Acknowledgements for Recurring Payment Instructions
- Linking a Beneficiary to a Transaction or Recurring Payment Instruction
- Adding Previously Received Transactions
- Batched Transactions
- Importing & Reconciling Standing Order Files
- Setting the Date Your Year Starts
- Flagging Donations as Recurring Gifts
- Soft credits in Donorfy
- Payments and Allocations - the two halves of a Transaction
- Campaigns, Products and Funds explained
- Adding a Donation to a Constituent's Timeline
- Undo an Accounts Download
- Setting Date Received on a Donation or Transaction
- Reassigning a Transaction
- Anonymous Donations
- Overview of Recurring Donations and Memberships Fee Collection
- Analysing & Reporting on Recurring Payments
- Transaction Data Summary
- Transaction Entry Defaults