Financial Management

Processing donations, making gift aid claims, accounting for money

• Gifts in Memory / Gifts in Celebration
• Gifts in Kind
• Using Mail Merge Function for Acknowledgements
• Batch Templates
• 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
• Handling Donations made in Different Currencies
• 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